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Triad Wealth Partners’s Comcast CMCSA Stock Holding History

Triad Wealth Partners’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 		$291K Buy
11,865
+756
+7% +$19.5K 0.02% 454
2026
Q1 		$319K Buy
11,109
+611
+6% +$18.3K 0.03% 381
2025
Q4 		$314K Buy
10,498
+1,849
+21% +$52.8K 0.03% 377
2025
Q3 		$272K Sell
8,649
-510
-6% -$17.1K 0.04% 313
2025
Q2 		$327K Buy
9,159
+1,274
+16% +$44.1K 0.07% 202
2025
Q1 		$291K Buy
7,885
+432
+6% +$15.6K 0.09% 166
2024
Q4 		$280K Buy
+7,453
New +$309K 0.1% 145
2024
Q3 		– Sell
-4,733
Closed -$185K – 209
2024
Q2 		$185K Buy
+4,733
New +$185K 0.1% 99

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

Triad Wealth Partners's CMCSA Position: Q2 2026 in Review

Triad Wealth Partners increased its Comcast (CMCSA) stake by 6.8% in Q2 2026, buying an estimated $19.5K and bringing the position to 11,865 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #454.

Triad Wealth Partners first reported a position in CMCSA in Q2 2024 and has held it in 8 quarters since. The position peaked at $327K in Q2 2025. 1,895 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Triad Wealth Partners held 11,865 shares of Comcast worth $291K as of Q2 2026.
  • Triad Wealth Partners bought 756 Comcast shares in Q2 2026, an estimated $19.5K.
  • Comcast made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #454 holding.
  • Triad Wealth Partners first reported a position in Comcast in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's Comcast position peaked at $327K in Q2 2025.
  • 1,895 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.