Root Financial Partners’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$333K Sell
15,281
-6,628
-30% -$162K 0.01% 297
2026
Q2
$538K Buy
21,909
+8,469
+63% +$219K 0.02% 188
2026
Q1
$386K Buy
13,440
+328
+3% +$9.8K 0.02% 205
2025
Q4
$392K Sell
13,112
-670
-5% -$19.1K 0.02% 194
2025
Q3
$433K Buy
13,782
+3,687
+37% +$124K 0.03% 165
2025
Q2
$360K Sell
10,095
-138
-1% -$4.77K 0.03% 162
2025
Q1
$378K Buy
10,233
+2,480
+32% +$89.5K 0.04% 134
2024
Q4
$291K Buy
7,753
+2,277
+42% +$94.5K 0.04% 160
2024
Q3
$229K Buy
+5,476
New +$216K 0.04% 139

Other funds holding CMCSA

Root Financial Partners's CMCSA Position: Q3 2026 in Review

Root Financial Partners reduced its Comcast (CMCSA) stake by 30% in Q3 2026, selling an estimated $162K and leaving 15,281 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #297.

Root Financial Partners first reported a position in CMCSA in Q3 2024 and has held it in 9 quarters since. The position peaked at $538K in Q2 2026. 1,560 funds tracked by Wall St. Rank hold CMCSA as of Q3 2026.

  • Root Financial Partners held 15,281 shares of Comcast worth $333K as of Q3 2026.
  • Root Financial Partners sold 6,628 Comcast shares in Q3 2026, an estimated $162K.
  • Comcast made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #297 holding.
  • Root Financial Partners first reported a position in Comcast in Q3 2024 and has held it in 9 quarters since.
  • Root Financial Partners's Comcast position peaked at $538K in Q2 2026.
  • 1,560 funds tracked by Wall St. Rank held Comcast as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.