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Gratus Wealth Advisors’s Comcast CMCSA Stock Holding History

Gratus 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
2025
Q3 		– Sell
-6,531
Closed -$233K – 133
2025
Q2 		$233K Buy
6,531
+47
+0.7% +$1.63K 0.04% 122
2025
Q1 		$239K Sell
6,484
-157
-2% -$5.67K 0.04% 118
2024
Q4 		$249K Sell
6,641
-1,472
-18% -$61.1K 0.04% 120
2024
Q3 		$329K Sell
8,113
-1,198
-13% -$47.3K 0.05% 106
2024
Q2 		$373K Sell
9,311
-353
-4% -$13.8K 0.06% 99
2024
Q1 		$383K Sell
9,664
-94
-1% -$4.05K 0.07% 101
2023
Q4 		$428K Buy
+9,758
New +$418K 0.08% 92

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Gratus Wealth Advisors's CMCSA Position: Q3 2025 in Review

Gratus Wealth Advisors sold out of Comcast (CMCSA) in Q3 2025, closing a stake of 6,531 shares — an estimated $233K sold.

Gratus Wealth Advisors first reported a position in CMCSA in Q4 2023 and held it in 7 quarters. The position peaked at $428K in Q4 2023. 2,159 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.

  • Gratus Wealth Advisors reported no remaining Comcast position as of Q3 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 6,531 Comcast shares in Q3 2025, an estimated $233K.
  • Gratus Wealth Advisors first reported a position in Comcast in Q4 2023 and held it in 7 quarters.
  • Gratus Wealth Advisors's Comcast position peaked at $428K in Q4 2023.
  • 2,159 funds tracked by Wall St. Rank held Comcast as of Q3 2025.

Based on Gratus Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.