Accurate Wealth Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.4M Sell
36,272
-682
-2% -$71.3K 0.42% 49
2026
Q1
$3.04M Sell
36,954
-1,435
-4% -$112K 0.37% 51
2025
Q4
$2.84M Sell
38,389
-787
-2% -$58.4K 0.36% 57
2025
Q3
$2.69M Sell
39,176
-8,257
-17% -$563K 0.36% 66
2025
Q2
$3.26M Sell
47,433
-1,833
-4% -$113K 0.5% 40
2025
Q1
$2.82M Sell
49,266
-1,210
-2% -$74.5K 0.54% 47
2024
Q4
$2.97M Buy
50,476
+303
+0.6% +$17.3K 0.57% 41
2024
Q3
$2.71M Buy
50,173
+1,138
+2% +$55.3K 0.55% 53
2024
Q2
$2.32M Buy
49,035
+3,385
+7% +$161K 0.56% 57
2024
Q1
$2.21M Buy
45,650
+5,252
+13% +$262K 0.64% 49
2023
Q4
$2.04M Buy
40,398
+2,279
+6% +$116K 0.63% 45
2023
Q3
$2.06M Buy
38,119
+5,861
+18% +$316K 0.65% 48
2023
Q2
$1.63M Buy
32,258
+6,906
+27% +$340K 0.51% 49
2023
Q1
$1.3M Buy
25,352
+7,908
+45% +$386K 0.45% 62
2022
Q4
$851K Buy
17,444
+3,599
+26% +$164K 0.31% 66
2022
Q3
$572K Buy
13,845
+2,305
+20% +$102K 0.24% 80
2022
Q2
$496K Buy
11,540
+933
+9% +$44.7K 0.27% 77
2022
Q1
$591K Buy
10,607
+1,155
+12% +$65.4K 0.26% 78
2021
Q4
$564K Buy
9,452
+345
+4% +$19.7K 0.46% 58
2021
Q3
$501K Sell
9,107
-3,235
-26% -$182K 0.44% 62
2021
Q2
$654K Buy
+12,342
New +$649K 0.57% 42

Other funds holding CSCO

Accurate Wealth Management's CSCO Position: Q2 2026 in Review

Accurate Wealth Management reduced its Cisco (CSCO) stake by 1.8% in Q2 2026, selling an estimated $71.3K and leaving 36,272 shares worth $4.4M. The position accounts for 0.42% of the portfolio, ranked #49.

Accurate Wealth Management first reported a position in CSCO in Q2 2021 and has held it in 21 quarters since. 1,599 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Accurate Wealth Management held 36,272 shares of Cisco worth $4.4M as of Q2 2026.
  • Accurate Wealth Management sold 682 Cisco shares in Q2 2026, an estimated $71.3K.
  • Cisco made up 0.42% of Accurate Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Accurate Wealth Management first reported a position in Cisco in Q2 2021 and has held it in 21 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.