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Wealthquest’s Comcast CMCSA Stock Holding History

Wealthquest’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 		– Sell
-8,714
Closed -$250K – 179
2026
Q1 		$250K Buy
8,714
+1,195
+16% +$35.8K 0.02% 130
2025
Q4 		$225K Buy
+7,519
New +$215K 0.02% 133
2025
Q3 		– Sell
-6,219
Closed -$222K – 60
2025
Q2 		$222K Buy
6,219
+230
+4% +$7.96K 0.02% 130
2025
Q1 		$221K Sell
5,989
-482
-7% -$17.4K 0.02% 126
2024
Q4 		$243K Buy
6,471
+135
+2% +$5.6K 0.02% 112
2024
Q3 		$264K Hold
6,336
– – 0.02% 105
2024
Q2 		$248K Sell
6,336
-606
-9% -$23.7K 0.03% 111
2024
Q1 		$301K Sell
6,942
-594
-8% -$25.6K 0.03% 105
2023
Q4 		$330K Buy
7,536
+1,272
+20% +$54.5K 0.04% 98
2023
Q3 		$278K Sell
6,264
-108
-2% -$4.82K 0.03% 106
2023
Q2 		$265K Buy
6,372
+132
+2% +$5.24K 0.03% 105
2023
Q1 		$237K Buy
6,240
+408
+7% +$15.4K 0.03% 110
2022
Q4 		$204K Buy
+5,832
New +$193K 0.03% 122
2022
Q3 		– Sell
-5,832
Closed -$228K – 121
2022
Q2 		$228K Sell
5,832
-396
-6% -$17K 0.03% 114
2022
Q1 		$313K Hold
6,228
– – 0.05% 106
2021
Q4 		$313K Sell
6,228
-1,252
-17% -$65.3K 0.05% 106
2021
Q3 		$418K Sell
7,480
-924
-11% -$53.9K 0.07% 82
2021
Q2 		$479K Hold
8,404
– – 0.08% 81
2021
Q1 		$454K Sell
8,404
-126
-1% -$6.66K 0.08% 84
2020
Q4 		$446K Buy
8,530
+1,026
+14% +$49.2K 0.1% 79
2020
Q3 		$347K Sell
7,504
-502
-6% -$21.8K 0.09% 78
2020
Q2 		$312K Buy
+8,006
New +$305K 0.08% 84
2019
Q4 		$371K Sell
8,259
-901
-10% -$40.1K 0.11% 90
2019
Q3 		$412K Sell
9,160
-530
-5% -$23.5K 0.14% 87
2019
Q2 		$409K Buy
9,690
+1,278
+15% +$53.9K 0.15% 87
2019
Q1 		$336K Buy
8,412
+24
+0.3% +$903 0.13% 91
2018
Q4 		$285K Buy
+8,388
New +$306K 0.12% 98

Other funds holding CMCSA

MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealthquest's CMCSA Position: Q2 2026 in Review

Wealthquest sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 8,714 shares — an estimated $250K sold.

Wealthquest first reported a position in CMCSA in Q4 2018 and held it in 27 quarters. The position peaked at $479K in Q2 2021. 574 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Wealthquest reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Wealthquest sold 8,714 Comcast shares in Q2 2026, an estimated $250K.
  • Wealthquest first reported a position in Comcast in Q4 2018 and held it in 27 quarters.
  • Wealthquest's Comcast position peaked at $479K in Q2 2021.
  • 574 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.