IWAO
CMCSA icon

Independence Wealth Advisors (Ohio)’s Comcast CMCSA Stock Holding History

Independence Wealth Advisors (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 		$260K Buy
10,595
+1,789
+20% +$46.2K 0.13% 76
2026
Q1 		$253K Buy
+8,806
New +$264K 0.13% 73

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Independence Wealth Advisors (Ohio)'s CMCSA Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Comcast (CMCSA) stake by 20% in Q2 2026, buying an estimated $46.2K and bringing the position to 10,595 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #76.

Independence Wealth Advisors (Ohio) first reported a position in CMCSA in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 10,595 shares of Comcast worth $260K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 1,789 Comcast shares in Q2 2026, an estimated $46.2K.
  • Comcast made up 0.13% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #76 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Comcast in Q1 2026 and has held it in 2 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.