Ascent Wealth Partners’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$356K Buy
4,592
+427
+10% +$33.4K 0.04% 151
2025
Q4
$321K Sell
4,165
-133
-3% -$9.87K 0.04% 146
2025
Q3
$294K Sell
4,298
-52
-1% -$3.54K 0.03% 154
2025
Q2
$302K Buy
4,350
+1
+0% +$61 0.04% 150
2025
Q1
$268K Buy
4,349
+132
+3% +$8.13K 0.04% 158
2024
Q4
$250K Buy
+4,217
New +$241K 0.03% 158
2024
Q3
Sell
-29,035
Closed -$1.38M 157
2024
Q2
$1.38M Buy
29,035
+518
+2% +$24.6K 0.2% 96
2024
Q1
$1.42M Sell
28,517
-507
-2% -$25.3K 0.21% 90
2023
Q4
$1.47M Buy
29,024
+1,641
+6% +$83.8K 0.24% 82
2023
Q3
$1.47M Buy
27,383
+1,849
+7% +$99.8K 0.27% 74
2023
Q2
$1.32M Buy
25,534
+1,917
+8% +$94.3K 0.23% 89
2023
Q1
$1.23M Buy
23,617
+969
+4% +$47.3K 0.25% 88
2022
Q4
$1.08M Buy
22,648
+2,692
+13% +$123K 0.23% 91
2022
Q3
$798K Sell
19,956
-2,184
-10% -$96.9K 0.19% 95
2022
Q2
$961K Buy
22,140
+5,020
+29% +$240K 0.22% 91
2022
Q1
$954K Buy
17,120
+1,472
+9% +$83.3K 0.18% 86
2021
Q4
$992K Buy
15,648
+1,928
+14% +$110K 0.18% 78
2021
Q3
$747K Buy
13,720
+3,183
+30% +$179K 0.14% 95
2021
Q2
$558K Buy
+10,537
New +$554K 0.11% 106
2019
Q2
Sell
-3,792
Closed -$205K 122
2019
Q1
$205K Sell
3,792
-4,128
-52% -$201K 0.07% 114
2018
Q4
$343K Buy
7,920
+3,500
+79% +$160K 0.13% 93
2018
Q3
$215K Buy
+4,420
New +$199K 0.07% 120

Other funds holding CSCO

Ascent Wealth Partners's CSCO Position: Q1 2026 in Review

Ascent Wealth Partners increased its Cisco (CSCO) stake by 10% in Q1 2026, buying an estimated $33.4K and bringing the position to 4,592 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #151.

Ascent Wealth Partners first reported a position in CSCO in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.47M in Q3 2023. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Ascent Wealth Partners held 4,592 shares of Cisco worth $356K as of Q1 2026.
  • Ascent Wealth Partners bought 427 Cisco shares in Q1 2026, an estimated $33.4K.
  • Cisco made up 0.04% of Ascent Wealth Partners's portfolio in Q1 2026, its #151 holding.
  • Ascent Wealth Partners first reported a position in Cisco in Q3 2018 and has held it in 22 quarters since.
  • Ascent Wealth Partners's Cisco position peaked at $1.47M in Q3 2023.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.