VELA Investment Management’s Comcast CMCSA Stock Holding History

VELA Investment Management’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	$445K	Buy	18,132 +5,739	+46%	+$148K	0.1%	146
2026 Q1	$356K	Hold	12,393	–	–	0.08%	154
2025 Q4	$370K	Buy	12,393 +1,017	+9%	+$29K	0.09%	155
2025 Q3	$357K	Hold	11,376	–	–	0.09%	152
2025 Q2	$406K	Sell	11,376 -1,660	-13%	-$57.4K	0.11%	146
2025 Q1	$481K	Buy	13,036 +2,781	+27%	+$100K	0.15%	129
2024 Q4	$385K	Hold	10,255	–	–	0.11%	144
2024 Q3	$428K	Hold	10,255	–	–	0.13%	141
2024 Q2	$402K	Hold	10,255	–	–	0.12%	140
2024 Q1	$445K	Buy	10,255 +381	+4%	+$16.4K	0.15%	136
2023 Q4	$433K	Sell	9,874 -1,302	-12%	-$55.8K	0.17%	133
2023 Q3	$496K	Hold	11,176	–	–	0.22%	110
2023 Q2	$464K	Hold	11,176	–	–	0.21%	115
2023 Q1	$424K	Sell	11,176 -21,595	-66%	-$817K	0.19%	119
2022 Q4	$1.15M	Buy	32,771 +446	+1%	+$14.8K	0.57%	59
2022 Q3	$948K	Sell	32,325 -42,079	-57%	-$1.57M	0.54%	64
2022 Q2	$2.92M	Buy	74,404 +16,123	+28%	+$691K	1.67%	12
2022 Q1	$2.73M	Buy	58,281 +6,051	+12%	+$291K	1.71%	15
2021 Q4	$2.63M	Buy	+52,230	New	+$2.72M	1.77%	12

Other funds holding CMCSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VELA Investment Management's CMCSA Position: Q2 2026 in Review

VELA Investment Management increased its Comcast (CMCSA) stake by 46% in Q2 2026, buying an estimated $148K and bringing the position to 18,132 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #146.

VELA Investment Management first reported a position in CMCSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.92M in Q2 2022. 1,895 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

VELA Investment Management held 18,132 shares of Comcast worth $445K as of Q2 2026.
VELA Investment Management bought 5,739 Comcast shares in Q2 2026, an estimated $148K.
Comcast made up 0.1% of VELA Investment Management's portfolio in Q2 2026, its #146 holding.
VELA Investment Management first reported a position in Comcast in Q4 2021 and has held it in 19 quarters since.
VELA Investment Management's Comcast position peaked at $2.92M in Q2 2022.
1,895 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.