Intergy Private Wealth
CMCSA icon

Intergy Private Wealth’s Comcast CMCSA Stock Holding History

Intergy Private Wealth’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
Q3 		– Sell
-8,226
Closed -$202K – 145
2026
Q2 		$202K Sell
8,226
-1,071
-12% -$27.6K 0.05% 140
2026
Q1 		$267K Buy
+9,297
New +$278K 0.08% 94
2025
Q4 		– Sell
-7,206
Closed -$226K – 117
2025
Q3 		$226K Sell
7,206
-1,453
-17% -$48.7K 0.07% 96
2025
Q2 		$309K Buy
8,659
+1,299
+18% +$44.9K 0.11% 77
2025
Q1 		$272K Buy
7,360
+1,800
+32% +$64.9K 0.1% 77
2024
Q4 		$209K Buy
+5,560
New +$231K 0.08% 88

Other funds holding CMCSA

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Intergy Private Wealth's CMCSA Position: Q3 2026 in Review

Intergy Private Wealth sold out of Comcast (CMCSA) in Q3 2026, closing a stake of 8,226 shares — an estimated $202K sold.

Intergy Private Wealth first reported a position in CMCSA in Q4 2024 and held it in 6 quarters. The position peaked at $309K in Q2 2025. 409 funds tracked by Wall St. Rank hold CMCSA as of Q3 2026.

  • Intergy Private Wealth reported no remaining Comcast position as of Q3 2026 after selling out during the quarter.
  • Intergy Private Wealth sold 8,226 Comcast shares in Q3 2026, an estimated $202K.
  • Intergy Private Wealth first reported a position in Comcast in Q4 2024 and held it in 6 quarters.
  • Intergy Private Wealth's Comcast position peaked at $309K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held Comcast as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.