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Regent Peak Wealth Advisors’s Comcast CMCSA Stock Holding History

Regent Peak 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
-8,209
Closed -$236K – 224
2026
Q1 		$236K Buy
+8,209
New +$246K 0.05% 177
2025
Q1 		$272K Sell
7,372
-645
-8% -$23.3K 0.06% 129
2024
Q4 		$301K Sell
8,017
-428
-5% -$17.8K 0.07% 124
2024
Q3 		$353K Buy
8,445
+257
+3% +$10.1K 0.08% 109
2024
Q2 		$321K Buy
8,188
+1,707
+26% +$66.8K 0.07% 117
2024
Q1 		$281K Sell
6,481
-19
-0.3% -$820 0.07% 127
2023
Q4 		$285K Buy
6,500
+145
+2% +$6.21K 0.08% 115
2023
Q3 		$282K Buy
6,355
+193
+3% +$8.62K 0.09% 115
2023
Q2 		$256K Buy
6,162
+92
+2% +$3.65K 0.07% 120
2023
Q1 		$230K Sell
6,070
-851
-12% -$32.2K 0.07% 135
2022
Q4 		$242K Buy
+6,921
New +$229K 0.08% 134
2022
Q3 		– Sell
-6,701
Closed -$262K – 149
2022
Q2 		$262K Sell
6,701
-275
-4% -$11.8K 0.09% 125
2022
Q1 		$327K Buy
6,976
+403
+6% +$19.4K 0.09% 118
2021
Q4 		$331K Sell
6,573
-887
-12% -$46.2K 0.09% 119
2021
Q3 		$417K Buy
7,460
+202
+3% +$11.8K 0.12% 104
2021
Q2 		$427K Buy
7,258
+140
+2% +$7.83K 0.12% 102
2021
Q1 		$385K Buy
7,118
+135
+2% +$7.13K 0.13% 102
2020
Q4 		$366K Buy
+6,983
New +$335K 0.12% 96
2020
Q1 		– Sell
-5,668
Closed -$254K – 118
2019
Q4 		$254K Buy
+5,668
New +$252K 0.12% 111

Other funds holding CMCSA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Regent Peak Wealth Advisors's CMCSA Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 8,209 shares — an estimated $236K sold.

Regent Peak Wealth Advisors first reported a position in CMCSA in Q4 2019 and held it in 19 quarters. The position peaked at $427K in Q2 2021. 372 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8,209 Comcast shares in Q2 2026, an estimated $236K.
  • Regent Peak Wealth Advisors first reported a position in Comcast in Q4 2019 and held it in 19 quarters.
  • Regent Peak Wealth Advisors's Comcast position peaked at $427K in Q2 2021.
  • 372 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.