Valeo Financial Advisors’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$441K Sell
17,973
-7,072
-28% -$183K 0.01% 485
2026
Q1
$719K Sell
25,045
-3,747
-13% -$112K 0.02% 328
2025
Q4
$861K Sell
28,792
-3,018
-9% -$86.1K 0.02% 336
2025
Q3
$999K Sell
31,810
-7,416
-19% -$249K 0.02% 305
2025
Q2
$1.4M Sell
39,226
-30,019
-43% -$1.04M 0.03% 220
2025
Q1
$1.32M Sell
69,245
-6,919
-9% -$250K 0.04% 211
2024
Q4
$1.61M Sell
76,164
-7,300
-9% -$303K 0.04% 176
2024
Q3
$2.09M Sell
83,464
-2,075
-2% -$81.9K 0.06% 149
2024
Q2
$2.04M Sell
85,539
-10,499
-11% -$411K 0.06% 141
2024
Q1
$2.52M Sell
96,038
-24,296
-20% -$1.05M 0.09% 119
2023
Q4
$3.81M Buy
120,334
+972
+0.8% +$41.7K 0.15% 82
2023
Q3
$3.81M Buy
119,362
+2,297
+2% +$103K 0.17% 73
2023
Q2
$3.47M Sell
117,065
-3,628
-3% -$144K 0.16% 84
2023
Q1
$3.31M Buy
120,693
+7,347
+6% +$278K 0.16% 85
2022
Q4
$2.8M Buy
113,346
+21,250
+23% +$703K 0.15% 85
2022
Q3
$1.73M Buy
92,096
+5,771
+7% +$216K 0.11% 112
2022
Q2
$2.08M Sell
86,325
-1,401
-2% -$60.1K 0.13% 98
2022
Q1
$2.54M Buy
87,726
+3,072
+4% +$148K 0.13% 99
2021
Q4
$2.57M Sell
84,654
-3,803
-4% -$198K 0.14% 91
2021
Q3
$3.06M Buy
88,457
+5,405
+7% +$315K 0.18% 83
2021
Q2
$2.81M Buy
83,052
+998
+1% +$55.8K 0.17% 85
2021
Q1
$2.62M Sell
82,054
-23,420
-22% -$1.24M 0.12% 95
2020
Q4
$2.67M Buy
105,474
+43,227
+69% +$2.07M 0.14% 85
2020
Q3
$2.88M Sell
62,247
-5,027
-7% -$219K 0.25% 60
2020
Q2
$2.62M Buy
67,274
+15,974
+31% +$608K 0.24% 62
2020
Q1
$1.95M Buy
51,300
+14,128
+38% +$596K 0.21% 69
2019
Q4
$1.67M Buy
37,172
+10,974
+42% +$488K 0.16% 93
2019
Q3
$1.18M Sell
26,198
-2,084
-7% -$92.3K 0.13% 108
2019
Q2
$1.2M Buy
28,282
+711
+3% +$30K 0.14% 111
2019
Q1
$1.1M Sell
27,571
-1,753
-6% -$66K 0.13% 114
2018
Q4
$998K Sell
29,324
-3,481
-11% -$127K 0.14% 111
2018
Q3
$1.25M Buy
32,805
+1,207
+4% +$42.7K 0.17% 97
2018
Q2
$1.11M Buy
31,598
+22,714
+256% +$740K 0.16% 103
2018
Q1
$304K Buy
8,884
+2,078
+31% +$80.6K 0.05% 207
2017
Q4
$273K Buy
6,806
+818
+14% +$30.8K 0.04% 206
2017
Q3
$230K Buy
+5,988
New +$236K 0.05% 191

Other funds holding CMCSA

Valeo Financial Advisors's CMCSA Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Comcast (CMCSA) stake by 28% in Q2 2026, selling an estimated $183K and leaving 17,973 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #485.

Valeo Financial Advisors first reported a position in CMCSA in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.81M in Q4 2023. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Valeo Financial Advisors held 17,973 shares of Comcast worth $441K as of Q2 2026.
  • Valeo Financial Advisors sold 7,072 Comcast shares in Q2 2026, an estimated $183K.
  • Comcast made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #485 holding.
  • Valeo Financial Advisors first reported a position in Comcast in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Comcast position peaked at $3.81M in Q4 2023.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.