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Holistic Planning’s Comcast CMCSA Stock Holding History

Holistic Planning’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
-5,647
Closed -$202K – 233
2025
Q2 		$202K Sell
5,647
-245
-4% -$8.47K 0.06% 214
2025
Q1 		$217K Hold
5,892
– – 0.07% 179
2024
Q4 		$221K Sell
5,892
-382
-6% -$15.9K 0.08% 159
2024
Q3 		$262K Sell
6,274
-1,189
-16% -$46.9K 0.11% 132
2024
Q2 		$324K Hold
7,463
– – 0.25% 80
2024
Q1 		$324K Buy
7,463
+212
+3% +$9.15K 0.25% 80
2023
Q4 		$318K Buy
+7,251
New +$311K 0.27% 80

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

Holistic Planning's CMCSA Position: Q3 2025 in Review

Holistic Planning sold out of Comcast (CMCSA) in Q3 2025, closing a stake of 5,647 shares — an estimated $202K sold.

Holistic Planning first reported a position in CMCSA in Q4 2023 and held it in 7 quarters. The position peaked at $324K in Q2 2024. 2,159 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.

  • Holistic Planning reported no remaining Comcast position as of Q3 2025 after selling out during the quarter.
  • Holistic Planning sold 5,647 Comcast shares in Q3 2025, an estimated $202K.
  • Holistic Planning first reported a position in Comcast in Q4 2023 and held it in 7 quarters.
  • Holistic Planning's Comcast position peaked at $324K in Q2 2024.
  • 2,159 funds tracked by Wall St. Rank held Comcast as of Q3 2025.

Based on Holistic Planning's 13F filing for Q3 2025, filed 4 Nov 2025.