Generali Asset Management’s Comcast CMCSA Stock Holding History

Generali Asset Management’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	$11.1M	Buy	450,113 +27,749	+7%	+$716K	0.2%	100
2026 Q1	$12.1M	Sell	422,364 -12,695	-3%	-$380K	0.25%	78
2025 Q4	$13M	Sell	435,059 -29,571	-6%	-$844K	0.27%	81
2025 Q3	$14.6M	Buy	464,630 +34,154	+8%	+$1.14M	0.31%	70
2025 Q2	$15.4M	Buy	430,476 +25,345	+6%	+$877K	0.35%	61
2025 Q1	$14.9M	Buy	405,131 +62,280	+18%	+$2.25M	0.37%	56
2024 Q4	$12.9M	Buy	+342,851	New	+$14.2M	0.33%	63

Other funds holding CMCSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Generali Asset Management's CMCSA Position: Q2 2026 in Review

Generali Asset Management increased its Comcast (CMCSA) stake by 6.6% in Q2 2026, buying an estimated $716K and bringing the position to 450,113 shares worth $11.1M. The position accounts for 0.2% of the portfolio, ranked #100.

Generali Asset Management first reported a position in CMCSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q2 2025. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Generali Asset Management held 450,113 shares of Comcast worth $11.1M as of Q2 2026.
Generali Asset Management bought 27,749 Comcast shares in Q2 2026, an estimated $716K.
Comcast made up 0.2% of Generali Asset Management's portfolio in Q2 2026, its #100 holding.
Generali Asset Management first reported a position in Comcast in Q4 2024 and has held it in 7 quarters since.
Generali Asset Management's Comcast position peaked at $15.4M in Q2 2025.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.