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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
Q2 		– Sell
-14,637
Closed -$420K – 135
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 $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

Invera Wealth Advisors's CMCSA Position: Q2 2026 in Review

Invera Wealth Advisors sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 14,637 shares — an estimated $420K sold.

Invera Wealth Advisors first reported a position in CMCSA in Q4 2023 and held it in 10 quarters. The position peaked at $1.11M in Q3 2024. 1,894 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Invera Wealth Advisors reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Invera Wealth Advisors sold 14,637 Comcast shares in Q2 2026, an estimated $420K.
  • Invera Wealth Advisors first reported a position in Comcast in Q4 2023 and held it in 10 quarters.
  • Invera Wealth Advisors's Comcast position peaked at $1.11M in Q3 2024.
  • 1,894 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.