Heritage Family Offices’s Comcast CMCSA Stock Holding History

Heritage Family Offices’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 Q1	–	Sell	-29,131	Closed	-$1.09M	–	181
2024 Q4	$1.09M	Buy	29,131 +1,657	+6%	+$68.8K	0.55%	40
2024 Q3	$1.15M	Sell	27,474 -290	-1%	-$11.4K	0.59%	37
2024 Q2	$1.09M	Buy	+27,764	New	+$1.09M	0.6%	37

Other funds holding CMCSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Family Offices's CMCSA Position: Q1 2025 in Review

Heritage Family Offices sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 29,131 shares — an estimated $1.09M sold.

Heritage Family Offices first reported a position in CMCSA in Q2 2024 and held it in 3 quarters. The position peaked at $1.15M in Q3 2024. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Heritage Family Offices reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Heritage Family Offices sold 29,131 Comcast shares in Q1 2025, an estimated $1.09M.
Heritage Family Offices first reported a position in Comcast in Q2 2024 and held it in 3 quarters.
Heritage Family Offices's Comcast position peaked at $1.15M in Q3 2024.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Heritage Family Offices's 13F filing for Q1 2025, filed 10 Apr 2025.