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EverSource Wealth Advisors’s Comcast CMCSA Stock Holding History

EverSource Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$515K Sell
20,977
-4,740
-18% -$122K 0.02% 554
2026
Q1 		$738K Buy
25,717
+8,560
+50% +$256K 0.02% 462
2025
Q4 		$513K Buy
17,157
+1,177
+7% +$33.6K 0.02% 532
2025
Q3 		$502K Sell
15,980
-4,932
-24% -$165K 0.02% 504
2025
Q2 		$746K Buy
20,912
+1,152
+6% +$39.8K 0.03% 348
2025
Q1 		$729K Sell
19,760
-11,316
-36% -$408K 0.04% 308
2024
Q4 		$1.17M Buy
31,076
+843
+3% +$35K 0.07% 221
2024
Q3 		$1.26M Buy
30,233
+508
+2% +$20.1K 0.08% 186
2024
Q2 		$1.23M Buy
29,725
+1,484
+5% +$58.1K 0.08% 189
2024
Q1 		$1.08M Buy
28,241
+235
+0.8% +$10.1K 0.08% 173
2023
Q4 		$1.23M Buy
28,006
+59
+0.2% +$2.53K 0.11% 150
2023
Q3 		$1.24M Sell
27,947
-823
-3% -$36.7K 0.13% 138
2023
Q2 		$1.2M Buy
28,770
+11,660
+68% +$463K 0.13% 144
2023
Q1 		$649K Sell
17,110
-635
-4% -$24K 0.08% 187
2022
Q4 		$621K Sell
17,745
-1,669
-9% -$55.2K 0.09% 172
2022
Q3 		$570K Sell
19,414
-6,931
-26% -$259K 0.13% 156
2022
Q2 		$1.03M Buy
26,345
+4,660
+21% +$200K 0.27% 72
2022
Q1 		$1.02M Buy
21,685
+7,556
+53% +$364K 0.26% 67
2021
Q4 		$712K Buy
+14,129
New +$736K 0.2% 86

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's CMCSA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Comcast (CMCSA) stake by 18% in Q2 2026, selling an estimated $122K and leaving 20,977 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #554.

EverSource Wealth Advisors first reported a position in CMCSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q3 2024. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • EverSource Wealth Advisors held 20,977 shares of Comcast worth $515K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,740 Comcast shares in Q2 2026, an estimated $122K.
  • Comcast made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #554 holding.
  • EverSource Wealth Advisors first reported a position in Comcast in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Comcast position peaked at $1.26M in Q3 2024.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.