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
Q1
$386K Buy
13,440
+328
+3% +$9.81K 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: Q1 2026 in Review

Root Financial Partners increased its Comcast (CMCSA) stake by 2.5% in Q1 2026, buying an estimated $9.81K and bringing the position to 13,440 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #205.

Root Financial Partners first reported a position in CMCSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $433K in Q3 2025. 2,044 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Root Financial Partners held 13,440 shares of Comcast worth $386K as of Q1 2026.
  • Root Financial Partners bought 328 Comcast shares in Q1 2026, an estimated $9.81K.
  • Comcast made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #205 holding.
  • Root Financial Partners first reported a position in Comcast in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Comcast position peaked at $433K in Q3 2025.
  • 2,044 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.