Naviter Wealth’s Comcast CMCSA Stock Holding History

Naviter 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
2025 Q2	–	Sell	-5,787	Closed	-$212K	–	280
2025 Q1	$212K	Sell	5,787 -469	-7%	-$16.9K	0.03%	253
2024 Q4	$235K	Sell	6,256 -11,472	-65%	-$476K	0.03%	251
2024 Q3	$740K	Sell	17,728 -3,872	-18%	-$153K	0.1%	173
2024 Q2	$846K	Buy	21,600 +4,969	+30%	+$194K	0.13%	168
2024 Q1	$721K	Buy	+16,631	New	+$718K	0.12%	177
2023 Q1	–	Sell	-23,896	Closed	-$956K	–	200
2022 Q4	$956K	Buy	23,896 +3,926	+20%	+$130K	0.26%	93
2022 Q3	$586K	Buy	19,970 +4,275	+27%	+$160K	0.24%	108
2022 Q2	$616K	Buy	+15,695	New	+$673K	0.25%	98

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naviter Wealth's CMCSA Position: Q2 2025 in Review

Naviter Wealth sold out of Comcast (CMCSA) in Q2 2025, closing a stake of 5,787 shares — an estimated $212K sold.

Naviter Wealth first reported a position in CMCSA in Q2 2022 and held it in 8 quarters. The position peaked at $956K in Q4 2022. 2,294 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

Naviter Wealth reported no remaining Comcast position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 5,787 Comcast shares in Q2 2025, an estimated $212K.
Naviter Wealth first reported a position in Comcast in Q2 2022 and held it in 8 quarters.
Naviter Wealth's Comcast position peaked at $956K in Q4 2022.
2,294 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.