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Invera Wealth Advisors’s Comcast CMCSA Stock Holding History

Invera 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
2026
Q1 		$420K Buy
14,637
+3,923
+37% +$117K 0.27% 75
2025
Q4 		$320K Sell
10,714
-7,610
-42% -$217K 0.2% 81
2025
Q3 		$576K Sell
18,324
-611
-3% -$20.5K 0.35% 68
2025
Q2 		$676K Sell
18,935
-16
-0.1% -$553 0.44% 66
2025
Q1 		$699K Sell
18,951
-5,330
-22% -$192K 0.45% 71
2024
Q4 		$908K Sell
24,281
-822
-3% -$34.1K 0.9% 30
2024
Q3 		$1.11M Buy
25,103
+688
+3% +$27.2K 1.11% 26
2024
Q2 		$920K Buy
24,415
+5,113
+26% +$200K 0.94% 28
2024
Q1 		$765K Sell
19,302
-274
-1% -$11.8K 0.65% 44
2023
Q4 		$858K Buy
+19,576
New +$839K 0.54% 62

Other funds holding CMCSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invera Wealth Advisors's CMCSA Position: Q1 2026 in Review

Invera Wealth Advisors increased its Comcast (CMCSA) stake by 37% in Q1 2026, buying an estimated $117K and bringing the position to 14,637 shares worth $420K. The position accounts for 0.27% of the portfolio, ranked #75.

Invera Wealth Advisors first reported a position in CMCSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Invera Wealth Advisors held 14,637 shares of Comcast worth $420K as of Q1 2026.
  • Invera Wealth Advisors bought 3,923 Comcast shares in Q1 2026, an estimated $117K.
  • Comcast made up 0.27% of Invera Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Invera Wealth Advisors first reported a position in Comcast in Q4 2023 and has held it in 10 quarters since.
  • Invera Wealth Advisors's Comcast position peaked at $1.11M in Q3 2024.
  • 2,044 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.