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UP Strategic Wealth Investment Advisors’s Comcast CMCSA Stock Holding History

UP Strategic Wealth Investment Advisors’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
Q3 		– Sell
-6,159
Closed -$220K – 91
2025
Q2 		$220K Sell
6,159
-509
-8% -$17.6K 0.17% 85
2025
Q1 		$246K Buy
+6,668
New +$241K 0.22% 72
2024
Q4 		– Sell
-5,544
Closed -$232K – 80
2024
Q3 		$232K Buy
+5,544
New +$219K 0.26% 69

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's CMCSA Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Comcast (CMCSA) in Q3 2025, closing a stake of 6,159 shares — an estimated $220K sold.

UP Strategic Wealth Investment Advisors first reported a position in CMCSA in Q3 2024 and held it in 3 quarters. The position peaked at $246K in Q1 2025. 2,154 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Comcast position as of Q3 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 6,159 Comcast shares in Q3 2025, an estimated $220K.
  • UP Strategic Wealth Investment Advisors first reported a position in Comcast in Q3 2024 and held it in 3 quarters.
  • UP Strategic Wealth Investment Advisors's Comcast position peaked at $246K in Q1 2025.
  • 2,154 funds tracked by Wall St. Rank held Comcast as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.