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United Financial Planning Group’s Comcast CMCSA Stock Holding History

United Financial Planning Group’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 		$36.7K Hold
1,493
– – 0.02% 120
2026
Q1 		$42.9K Buy
1,493
+176
+13% +$5.27K 0.03% 89
2025
Q4 		$39.4K Buy
1,317
+433
+49% +$12.4K 0.02% 103
2025
Q3 		$27.8K Buy
+884
New +$29.6K 0.02% 107

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

United Financial Planning Group's CMCSA Position: Q2 2026 in Review

United Financial Planning Group held its Comcast (CMCSA) position steady in Q2 2026 at 1,493 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #120.

United Financial Planning Group first reported a position in CMCSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $42.9K in Q1 2026. 1,900 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • United Financial Planning Group held 1,493 shares of Comcast worth $36.7K as of Q2 2026.
  • United Financial Planning Group left its Comcast share count unchanged in Q2 2026.
  • Comcast made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #120 holding.
  • United Financial Planning Group first reported a position in Comcast in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Comcast position peaked at $42.9K in Q1 2026.
  • 1,900 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.