4Wealth Advisors
CSCO icon

4Wealth Advisors’s Cisco CSCO Stock Holding History

4Wealth Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$263K Sell
2,463
-4,174
-63% -$470K 0.18% 107
2026
Q2 		$781K Sell
6,637
-913
-12% -$95.5K 0.6% 53
2026
Q1 		$582K Sell
7,550
-218
-3% -$17.1K 0.5% 71
2025
Q4 		$598K Buy
7,768
+675
+10% +$50.1K 0.51% 67
2025
Q3 		$485K Buy
7,093
+212
+3% +$14.5K 0.43% 78
2025
Q2 		$477K Sell
6,881
-71
-1% -$4.36K 0.48% 74
2025
Q1 		$429K Sell
6,952
-1,394
-17% -$85.8K 0.47% 78
2024
Q4 		$494K Buy
+8,346
New +$477K 0.49% 72

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

4Wealth Advisors's CSCO Position: Q3 2026 in Review

4Wealth Advisors reduced its Cisco (CSCO) stake by 63% in Q3 2026, selling an estimated $470K and leaving 2,463 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #107.

4Wealth Advisors first reported a position in CSCO in Q4 2024 and has held it in 8 quarters since. The position peaked at $781K in Q2 2026. 2,680 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • 4Wealth Advisors held 2,463 shares of Cisco worth $263K as of Q3 2026.
  • 4Wealth Advisors sold 4,174 Cisco shares in Q3 2026, an estimated $470K.
  • Cisco made up 0.18% of 4Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • 4Wealth Advisors first reported a position in Cisco in Q4 2024 and has held it in 8 quarters since.
  • 4Wealth Advisors's Cisco position peaked at $781K in Q2 2026.
  • 2,680 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.