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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Intergy Private Wealth's CMCSA Position: Q2 2026 in Review

Intergy Private Wealth reduced its Comcast (CMCSA) stake by 12% in Q2 2026, selling an estimated $27.6K and leaving 8,226 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #140.

Intergy Private Wealth first reported a position in CMCSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q2 2025. 372 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Intergy Private Wealth held 8,226 shares of Comcast worth $202K as of Q2 2026.
  • Intergy Private Wealth sold 1,071 Comcast shares in Q2 2026, an estimated $27.6K.
  • Comcast made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #140 holding.
  • Intergy Private Wealth first reported a position in Comcast in Q4 2024 and has held it in 6 quarters since.
  • Intergy Private Wealth's Comcast position peaked at $309K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.