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Modern Wealth Management’s Comcast CMCSA Stock Holding History

Modern Wealth Management’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 		$525K Buy
21,379
+2,181
+11% +$56.3K 0.01% 704
2026
Q1 		$538K Buy
19,198
+4,485
+30% +$134K 0.01% 558
2025
Q4 		$440K Sell
14,713
-152
-1% -$4.34K 0.01% 562
2025
Q3 		$467K Buy
14,865
+439
+3% +$14.7K 0.01% 521
2025
Q2 		$515K Sell
14,426
-30
-0.2% -$1.04K 0.01% 471
2025
Q1 		$533K Buy
14,456
+3,769
+35% +$136K 0.02% 405
2024
Q4 		$401K Buy
10,687
+1,915
+22% +$79.5K 0.02% 397
2024
Q3 		$366K Buy
8,772
+1,449
+20% +$57.2K 0.02% 302
2024
Q2 		$287K Buy
7,323
+138
+2% +$5.4K 0.02% 320
2024
Q1 		$311K Buy
7,185
+507
+8% +$21.9K 0.03% 234
2023
Q4 		$293K Buy
+6,678
New +$286K 0.04% 144

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

Modern Wealth Management's CMCSA Position: Q2 2026 in Review

Modern Wealth Management increased its Comcast (CMCSA) stake by 11% in Q2 2026, buying an estimated $56.3K and bringing the position to 21,379 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #704.

Modern Wealth Management first reported a position in CMCSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $538K in Q1 2026. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Modern Wealth Management held 21,379 shares of Comcast worth $525K as of Q2 2026.
  • Modern Wealth Management bought 2,181 Comcast shares in Q2 2026, an estimated $56.3K.
  • Comcast made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #704 holding.
  • Modern Wealth Management first reported a position in Comcast in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Comcast position peaked at $538K in Q1 2026.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.