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Optimize Financial’s Comcast CMCSA Stock Holding History

Optimize Financial’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 		– Sell
-44,340
Closed -$1.33M – 331
2025
Q4 		$1.33M Buy
44,340
+636
+1% +$18.1K 0.67% 30
2025
Q3 		$1.37M Buy
43,704
+6,116
+16% +$205K 0.72% 41
2025
Q2 		$1.34M Sell
37,588
-270
-0.7% -$9.34K 0.82% 41
2025
Q1 		$1.4M Buy
37,858
+13,303
+54% +$480K 0.53% 35
2024
Q4 		$922K Buy
+24,555
New +$1.02M 0.69% 37

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Optimize Financial's CMCSA Position: Q1 2026 in Review

Optimize Financial sold out of Comcast (CMCSA) in Q1 2026, closing a stake of 44,340 shares — an estimated $1.33M sold.

Optimize Financial first reported a position in CMCSA in Q4 2024 and held it in 5 quarters. The position peaked at $1.4M in Q1 2025. 2,054 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Optimize Financial reported no remaining Comcast position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 44,340 Comcast shares in Q1 2026, an estimated $1.33M.
  • Optimize Financial first reported a position in Comcast in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Comcast position peaked at $1.4M in Q1 2025.
  • 2,054 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.