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Sendero Wealth Management’s Comcast CMCSA Stock Holding History

Sendero Wealth Management’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
-42,739
Closed -$1.23M – 214
2026
Q1 		$1.23M Sell
42,739
-6,691
-14% -$200K 0.14% 90
2025
Q4 		$1.48M Sell
49,430
-5,172
-9% -$148K 0.16% 80
2025
Q3 		$1.72M Sell
54,602
-1,011
-2% -$33.9K 0.2% 73
2025
Q2 		$1.98M Buy
55,613
+1,158
+2% +$40.1K 0.25% 65
2025
Q1 		$2.01M Buy
54,455
+12,198
+29% +$440K 0.28% 59
2024
Q4 		$1.59M Buy
42,257
+13,962
+49% +$580K 0.24% 67
2024
Q3 		$1.18M Buy
28,295
+405
+1% +$16K 0.19% 71
2024
Q2 		$1.09M Sell
27,890
-826
-3% -$32.3K 0.18% 73
2024
Q1 		$1.24M Sell
28,716
-3,806
-12% -$164K 0.21% 70
2023
Q4 		$1.43M Buy
32,522
+1,492
+5% +$63.9K 0.27% 65
2023
Q3 		$1.38M Sell
31,030
-2,659
-8% -$119K 0.3% 62
2023
Q2 		$1.4M Buy
33,689
+1,828
+6% +$72.6K 0.31% 63
2023
Q1 		$1.21M Sell
31,861
-2,419
-7% -$91.5K 0.37% 57
2022
Q4 		$1.2M Buy
34,280
+3,909
+13% +$129K 0.43% 48
2022
Q3 		$890K Sell
30,371
-1,923
-6% -$71.9K 0.37% 45
2022
Q2 		$1.27M Buy
32,294
+6,396
+25% +$274K 1.21% 22
2022
Q1 		$1.21M Sell
25,898
-5,907
-19% -$285K 0.56% 24
2021
Q4 		$1.6M Buy
+31,805
New +$1.66M 0.71% 23

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

Sendero Wealth Management's CMCSA Position: Q2 2026 in Review

Sendero Wealth Management sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 42,739 shares — an estimated $1.23M sold.

Sendero Wealth Management first reported a position in CMCSA in Q4 2021 and held it in 18 quarters. The position peaked at $2.01M in Q1 2025. 1,892 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Sendero Wealth Management reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 42,739 Comcast shares in Q2 2026, an estimated $1.23M.
  • Sendero Wealth Management first reported a position in Comcast in Q4 2021 and held it in 18 quarters.
  • Sendero Wealth Management's Comcast position peaked at $2.01M in Q1 2025.
  • 1,892 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.