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Serenus Wealth Advisors’s Comcast CMCSA Stock Holding History

Serenus 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 		$354K Hold
349,654
– – 0.06% 53
2026
Q1 		$355K Hold
349,654
– – 0.07% 48
2025
Q4 		$355K Hold
349,654
– – 0.07% 49
2025
Q3 		$355K Buy
349,654
+162,652
+87% +$5.45M 0.06% 47
2025
Q2 		$193K Hold
187,002
– – 0.03% 60
2025
Q1 		$193K Buy
187,002
+120,325
+180% +$4.34M 0.03% 59
2024
Q4 		$73.1K Buy
+66,677
New +$2.77M 0.01% 57

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

Serenus Wealth Advisors's CMCSA Position: Q2 2026 in Review

Serenus Wealth Advisors held its Comcast (CMCSA) position steady in Q2 2026 at 349,654 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #53.

Serenus Wealth Advisors first reported a position in CMCSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q3 2025. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Serenus Wealth Advisors held 349,654 shares of Comcast worth $354K as of Q2 2026.
  • Serenus Wealth Advisors left its Comcast share count unchanged in Q2 2026.
  • Comcast made up 0.06% of Serenus Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Serenus Wealth Advisors first reported a position in Comcast in Q4 2024 and has held it in 7 quarters since.
  • Serenus Wealth Advisors's Comcast position peaked at $355K in Q3 2025.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.