IWA
CMCSA icon

Icon Wealth Advisors’s Comcast CMCSA Stock Holding History

Icon 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
Q3 		– Sell
-3,454
Closed -$123K – 523
2025
Q2 		$123K Sell
3,454
-590
-15% -$20.4K 0.01% 465
2025
Q1 		$149K Sell
4,044
-5,131
-56% -$185K 0.01% 403
2024
Q4 		$344K Sell
9,175
-2,557
-22% -$106K 0.03% 278
2024
Q3 		$490K Sell
11,732
-2,184
-16% -$86.2K 0.04% 210
2024
Q2 		$574K Buy
13,916
+4,617
+50% +$181K 0.05% 190
2024
Q1 		$403K Sell
9,299
-810
-8% -$34.9K 0.04% 232
2023
Q4 		$443K Buy
+10,109
New +$433K 0.05% 207
2022
Q4 		$523K Sell
14,949
-1,583
-10% -$52.4K 0.06% 191
2022
Q3 		$485K Buy
+16,532
New +$618K 0.06% 188

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return