Total Wealth Planning & Management’s Comcast CMCSA Stock Holding History

Total Wealth Planning & 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
2025 Q2	–	Sell	-39,712	Closed	-$1.47M	–	224
2025 Q1	$1.47M	Buy	39,712 +18,320	+86%	+$661K	1.39%	11
2024 Q4	$803K	Buy	+21,392	New	+$888K	0.73%	30

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Wealth Planning & Management's CMCSA Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Comcast (CMCSA) in Q2 2025, closing a stake of 39,712 shares — an estimated $1.47M sold.

Total Wealth Planning & Management first reported a position in CMCSA in Q4 2024 and held it in 2 quarters. The position peaked at $1.47M in Q1 2025. 2,294 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

Total Wealth Planning & Management reported no remaining Comcast position as of Q2 2025 after selling out during the quarter.
Total Wealth Planning & Management sold 39,712 Comcast shares in Q2 2025, an estimated $1.47M.
Total Wealth Planning & Management first reported a position in Comcast in Q4 2024 and held it in 2 quarters.
Total Wealth Planning & Management's Comcast position peaked at $1.47M in Q1 2025.
2,294 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.