Heartwood Wealth Advisors’s Comcast CMCSA Stock Holding History

Heartwood 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 Q4	–	Sell	-581	Closed	-$18.3K	–	282
2025 Q3	$18.3K	Buy	+581	New	+$19.5K	﹤0.01%	363

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's CMCSA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 581 shares — an estimated $18.3K sold.

Heartwood Wealth Advisors first reported a position in CMCSA in Q3 2025 and held it in 1 quarter. The position peaked at $18.3K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 581 Comcast shares in Q4 2025, an estimated $18.3K.
Heartwood Wealth Advisors first reported a position in Comcast in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Comcast position peaked at $18.3K in Q3 2025.
2,105 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.