Holistic Financial Partners’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $530K | Sell |
21,579
-1,467
| -6% | -$37.9K | 0.32% | 49 |
|
|
2026
Q1 | $662K | Sell |
23,046
-246
| -1% | -$7.36K | 0.25% | 48 |
|
|
2025
Q4 | $696K | Buy |
23,292
+53
| +0.2% | +$1.51K | 0.25% | 47 |
|
|
2025
Q3 | $730K | Buy |
23,239
+914
| +4% | +$30.6K | 0.3% | 43 |
|
|
2025
Q2 | $797K | Sell |
22,325
-262
| -1% | -$9.06K | 0.35% | 39 |
|
|
2025
Q1 | $833K | Buy |
22,587
+577
| +3% | +$20.8K | 0.4% | 38 |
|
|
2024
Q4 | $826K | Sell |
22,010
-157
| -0.7% | -$6.52K | 0.41% | 35 |
|
|
2024
Q3 | $926K | Buy |
22,167
+187
| +0.9% | +$7.38K | 0.45% | 33 |
|
|
2024
Q2 | $861K | Sell |
21,980
-2,494
| -10% | -$97.6K | 0.43% | 32 |
|
|
2024
Q1 | $1.06M | Buy |
24,474
+302
| +1% | +$13K | 0.54% | 29 |
|
|
2023
Q4 | $1.06M | Buy |
24,172
+1,301
| +6% | +$55.8K | 0.64% | 26 |
|
|
2023
Q3 | $1.01M | Buy |
22,871
+206
| +0.9% | +$9.2K | 0.67% | 26 |
|
|
2023
Q2 | $942K | Buy |
22,665
+88
| +0.4% | +$3.5K | 0.65% | 24 |
|
|
2023
Q1 | $856K | Sell |
22,577
-992
| -4% | -$37.5K | 0.67% | 25 |
|
|
2022
Q4 | $824K | Sell |
23,569
-56
| -0.2% | -$1.85K | 0.74% | 20 |
|
|
2022
Q3 | $693K | Sell |
23,625
-2,022
| -8% | -$75.6K | 0.69% | 20 |
|
|
2022
Q2 | $1.01M | Sell |
25,647
-85
| -0.3% | -$3.65K | 0.95% | 17 |
|
|
2022
Q1 | $1.21M | Buy |
25,732
+991
| +4% | +$47.7K | 0.77% | 25 |
|
|
2021
Q4 | $1.25M | Sell |
24,741
-36
| -0.1% | -$1.88K | 0.72% | 25 |
|
|
2021
Q3 | $1.39M | Buy |
24,777
+416
| +2% | +$24.3K | 0.85% | 18 |
|
|
2021
Q2 | $1.39M | Sell |
24,361
-224
| -0.9% | -$12.5K | 0.83% | 19 |
|
|
2021
Q1 | $1.33M | Buy |
24,585
+452
| +2% | +$23.9K | 0.88% | 18 |
|
|
2020
Q4 | $1.26M | Buy |
24,133
+806
| +3% | +$38.6K | 0.87% | 18 |
|
|
2020
Q3 | $1.08M | Buy |
23,327
+873
| +4% | +$38K | 0.86% | 21 |
|
|
2020
Q2 | $875K | Sell |
22,454
-832
| -4% | -$31.7K | 0.76% | 21 |
|
|
2020
Q1 | $801K | Sell |
23,286
-335
| -1% | -$14.1K | 0.83% | 21 |
|
|
2019
Q4 | $1.06M | Buy |
23,621
+2,188
| +10% | +$97.4K | 0.64% | 23 |
|
|
2019
Q3 | $966K | Buy |
21,433
+2,400
| +13% | +$106K | 0.86% | 18 |
|
|
2019
Q2 | $805K | Sell |
19,033
-1,118
| -6% | -$47.2K | 0.8% | 19 |
|
|
2019
Q1 | $806K | Buy |
20,151
+80
| +0.4% | +$3.01K | 0.34% | 41 |
|
|
2018
Q4 | $683K | Buy |
20,071
+2
| +0% | +$73 | 0.71% | 20 |
|
|
2018
Q3 | $711K | Buy |
20,069
+433
| +2% | +$15.3K | 0.66% | 22 |
|
|
2018
Q2 | $644K | Buy |
19,636
+94
| +0.5% | +$3.06K | 0.74% | 18 |
|
|
2018
Q1 | $668K | Buy |
19,542
+45
| +0.2% | +$1.75K | 0.56% | 23 |
|
|
2017
Q4 | $781K | Buy |
+19,497
| New | +$733K | 0.64% | 22 |
|
Other funds holding CMCSA
Holistic Financial Partners's CMCSA Position: Q2 2026 in Review
Holistic Financial Partners reduced its Comcast (CMCSA) stake by 6.4% in Q2 2026, selling an estimated $37.9K and leaving 21,579 shares worth $530K. The position accounts for 0.32% of the portfolio, ranked #49.
Holistic Financial Partners first reported a position in CMCSA in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.39M in Q2 2021. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.
- Holistic Financial Partners held 21,579 shares of Comcast worth $530K as of Q2 2026.
- Holistic Financial Partners sold 1,467 Comcast shares in Q2 2026, an estimated $37.9K.
- Comcast made up 0.32% of Holistic Financial Partners's portfolio in Q2 2026, its #49 holding.
- Holistic Financial Partners first reported a position in Comcast in Q4 2017 and has held it in 35 quarters since.
- Holistic Financial Partners's Comcast position peaked at $1.39M in Q2 2021.
- 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.