Heritage Wealth Management (Ohio)’s Comcast CMCSA Stock Holding History

Heritage Wealth Management (Ohio)’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	$440K	Buy	17,916 +2	+0%	+$52	0.11%	181
2026 Q1	$514K	Buy	17,914 +2	+0%	+$60	0.25%	97
2025 Q4	$535K	Sell	17,912 -1,199	-6%	-$34.2K	0.15%	148
2025 Q3	$600K	Sell	19,111 -1,806	-9%	-$60.5K	0.18%	124
2025 Q2	$747K	Sell	20,917 -184	-0.9%	-$6.37K	0.24%	101
2025 Q1	$779K	Sell	21,101 -3,088	-13%	-$111K	0.27%	100
2024 Q4	$908K	Sell	24,189 -499	-2%	-$20.7K	0.3%	83
2024 Q3	$1.03M	Sell	24,688 -453	-2%	-$17.9K	0.34%	76
2024 Q2	$952K	Buy	+25,141	New	+$984K	0.32%	84

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

Heritage Wealth Management (Ohio)'s CMCSA Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Comcast (CMCSA) stake by 0.01% in Q2 2026, buying an estimated $52 and bringing the position to 17,916 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #181.

Heritage Wealth Management (Ohio) first reported a position in CMCSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2024. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Heritage Wealth Management (Ohio) held 17,916 shares of Comcast worth $440K as of Q2 2026.
Heritage Wealth Management (Ohio) bought 2 Comcast shares in Q2 2026, an estimated $52.
Comcast made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #181 holding.
Heritage Wealth Management (Ohio) first reported a position in Comcast in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Comcast position peaked at $1.03M in Q3 2024.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.