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Optivise Advisory Services’s Comcast CMCSA Stock Holding History

Optivise Advisory Services’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
-7,611
Closed -$219K – 231
2026
Q1 		$219K Sell
7,611
-1,859
-20% -$55.6K 0.13% 172
2025
Q4 		$283K Buy
9,470
+267
+3% +$7.62K 0.16% 140
2025
Q3 		$289K Sell
9,203
-831
-8% -$27.9K 0.17% 132
2025
Q2 		$358K Buy
10,034
+1,756
+21% +$60.7K 0.18% 118
2025
Q1 		$305K Buy
8,278
+2,652
+47% +$95.7K 0.17% 124
2024
Q4 		$211K Buy
+5,626
New +$234K 0.11% 167

Other funds holding CMCSA

MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optivise Advisory Services's CMCSA Position: Q2 2026 in Review

Optivise Advisory Services sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 7,611 shares — an estimated $219K sold.

Optivise Advisory Services first reported a position in CMCSA in Q4 2024 and held it in 6 quarters. The position peaked at $358K in Q2 2025. 577 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Optivise Advisory Services reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 7,611 Comcast shares in Q2 2026, an estimated $219K.
  • Optivise Advisory Services first reported a position in Comcast in Q4 2024 and held it in 6 quarters.
  • Optivise Advisory Services's Comcast position peaked at $358K in Q2 2025.
  • 577 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.