Triad Wealth Partners
CMCSA icon

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
Q3 		$211K Sell
9,713
-2,152
-18% -$52.7K 0.01% 530
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triad Wealth Partners's CMCSA Position: Q3 2026 in Review

Triad Wealth Partners reduced its Comcast (CMCSA) stake by 18% in Q3 2026, selling an estimated $52.7K and leaving 9,713 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #530.

Triad Wealth Partners first reported a position in CMCSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $327K in Q2 2025. 1,178 funds tracked by Wall St. Rank hold CMCSA as of Q3 2026.

  • Triad Wealth Partners held 9,713 shares of Comcast worth $211K as of Q3 2026.
  • Triad Wealth Partners sold 2,152 Comcast shares in Q3 2026, an estimated $52.7K.
  • Comcast made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #530 holding.
  • Triad Wealth Partners first reported a position in Comcast in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Comcast position peaked at $327K in Q2 2025.
  • 1,178 funds tracked by Wall St. Rank held Comcast as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.