Holistic Financial Partners CMCSA — COMCAST CORP NEW

Ownership history in Holistic Financial Partners  ·  33 quarters on record

AI Ownership Summary

Holistic Financial Partners reported COMCAST CORP NEW (CMCSA) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.64% in 2023 Q4. The latest visible filing shows CMCSA at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMCSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Holistic Financial Partners's position in COMCAST CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMCSA was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMCSA stock page Holistic Financial Partners fund profile Holistic Financial Partners full holdings
How Holistic Financial Partners held CMCSA — position size vs. price
% of Fund (quarterly)    CMCSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 23,292 +53 +0.2% 0.25% $696K 2026-02-14 (Est.) $31.21
2025 Q3 ADDED — — — 23,239 +914 +4.1% 0.30% $730K 2025-11-07 $25.04
2025 Q2 REDUCED — — — 22,325 -262 -1.2% 0.35% $797K 2025-08-05 $29.46
2025 Q1 ADDED — — — 22,587 +577 +2.6% 0.40% $833K 2025-05-06 $30.97
2024 Q4 REDUCED — — — 22,010 -157 -0.7% 0.41% $826K 2025-02-04 $29.85
2024 Q3 ADDED — — — 22,167 +187 +0.9% 0.45% $926K 2024-11-07 $38.99
2024 Q2 REDUCED 10.2% +7.5% ❌ 21,980 -2,494 -10.2% 0.43% $861K 2024-07-30 $35.74
2024 Q1 ADDED — — — 24,474 +302 +1.2% 0.54% $1.1M 2024-05-08 $33.92
2023 Q4 ADDED — — — 24,172 +1,301 +5.7% 0.64% $1.1M 2024-02-12 $36.74
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMCSA

As of 2026 Q1 — sorted by position size

Metropolis Capital Ltd 3Y 7Y 7.36% RWC Asset Management LLP 3Y 7Y 7.25% Wilmington Savings Fund Society, FSB 3Y 7Y 5.45% Pacific Capital Partners Ltd 3.41% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.38% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 2.34% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.17% TWIN CITY PRIVATE WEALTH, LLC 1.9% Blume Capital Management, Inc. 3Y 7Y 1.76% Cairn Investment Group, Inc. 3Y 1.6%

FAQ About Holistic Financial Partners and CMCSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Holistic Financial Partners reported owning CMCSA?

Holistic Financial Partners reported CMCSA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CMCSA position in Holistic Financial Partners's portfolio?

The largest reported portfolio weight for CMCSA was 0.64% in 2023 Q4.

What is the latest reported CMCSA position on this page?

The most recent filing on this page is 2025 Q4, when Holistic Financial Partners reported 23,292 shares, equal to 0.25% of portfolio, with an estimated market value of $696K.

What does the chart on this CMCSA ownership page compare?

The chart compares Holistic Financial Partners's quarterly CMCSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Holistic Financial Partners time their CMCSA position?

Based on 13F filing dates vs. subsequent CMCSA price moves, Holistic Financial Partners correctly timed 14 out of 32 reported position changes (44%).

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