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SHP Wealth Management’s Comcast CMCSA Stock Holding History

SHP 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 		$213K Sell
8,675
-50
-0.6% -$1.29K 0.01% 289
2026
Q1 		$250K Buy
8,725
+128
+1% +$3.83K 0.02% 222
2025
Q4 		$257K Buy
+8,597
New +$245K 0.02% 214

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Comcast (CMCSA) stake by 0.57% in Q2 2026, selling an estimated $1.29K and leaving 8,675 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #289.

SHP Wealth Management first reported a position in CMCSA in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q4 2025. 1,899 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • SHP Wealth Management held 8,675 shares of Comcast worth $213K as of Q2 2026.
  • SHP Wealth Management sold 50 Comcast shares in Q2 2026, an estimated $1.29K.
  • Comcast made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #289 holding.
  • SHP Wealth Management first reported a position in Comcast in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Comcast position peaked at $257K in Q4 2025.
  • 1,899 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.