Avantax Planning Partners’s Cisco CSCO Stock Holding History

Avantax Planning Partners’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 Q2	$16.1M	Sell	137,106 -3,096	-2%	-$324K	0.4%	41
2026 Q1	$10.9M	Sell	140,202 -4,110	-3%	-$322K	0.3%	54
2025 Q4	$11.1M	Sell	144,312 -1,166	-0.8%	-$86.5K	0.31%	51
2025 Q3	$9.95M	Buy	145,478 +799	+0.6%	+$54.5K	0.29%	56
2025 Q2	$10M	Buy	144,679 +3,581	+3%	+$220K	0.32%	55
2025 Q1	$8.71M	Sell	141,098 -10,888	-7%	-$670K	0.31%	56
2024 Q4	$9M	Buy	151,986 +1,771	+1%	+$101K	0.32%	48
2024 Q3	$7.99M	Sell	150,215 -26,785	-15%	-$1.3M	0.29%	62
2024 Q2	$8.41M	Buy	177,000 +12,415	+8%	+$589K	0.27%	66
2024 Q1	$8.21M	Buy	164,585 +106,848	+185%	+$5.33M	0.27%	65
2023 Q4	$2.92M	Sell	57,737 -1,192	-2%	-$60.9K	0.11%	90
2023 Q3	$3.17M	Sell	58,929 -8,089	-12%	-$436K	0.13%	81
2023 Q2	$3.47M	Buy	67,018 +825	+1%	+$40.6K	0.14%	76
2023 Q1	$3.46M	Sell	66,193 -3,284	-5%	-$160K	0.14%	74
2022 Q4	$3.31M	Sell	69,477 -142	-0.2%	-$6.46K	0.13%	78
2022 Q3	$2.79M	Buy	69,619 +3,979	+6%	+$177K	0.13%	84
2022 Q2	$2.8M	Buy	65,640 +8,601	+15%	+$412K	0.12%	84
2022 Q1	$3.18M	Buy	57,039 +22,704	+66%	+$1.28M	0.13%	76
2021 Q4	$2.18M	Sell	34,335 -316	-0.9%	-$18.1K	0.09%	94
2021 Q3	$1.89M	Buy	34,651 +894	+3%	+$50.2K	0.09%	91
2021 Q2	$1.79M	Buy	33,757 +5,582	+20%	+$294K	0.08%	95
2021 Q1	$1.46M	Sell	28,175 -6,684	-19%	-$314K	0.08%	108
2020 Q4	$1.56M	Sell	34,859 -4,095	-11%	-$168K	0.08%	96
2020 Q3	$1.53M	Buy	38,954 +1,065	+3%	+$46.4K	0.08%	100
2020 Q2	$1.77M	Sell	37,889 -12,646	-25%	-$555K	0.1%	89
2020 Q1	$1.99M	Buy	50,535 +8,264	+20%	+$363K	0.14%	61
2019 Q4	$2.03M	Buy	42,271 +581	+1%	+$27K	0.12%	68
2019 Q3	$2.06M	Buy	41,690 +3,691	+10%	+$192K	0.13%	65
2019 Q2	$2.13M	Buy	37,999 +3,052	+9%	+$169K	0.14%	63
2019 Q1	$1.89M	Buy	34,947 +3,458	+11%	+$168K	0.13%	69
2018 Q4	$1.36M	Sell	31,489 -390	-1%	-$17.8K	0.1%	81
2018 Q3	$1.55M	Buy	31,879 +347	+1%	+$15.6K	0.12%	63
2018 Q2	$1.36M	Sell	31,532 -3,389	-10%	-$148K	0.12%	65
2018 Q1	$1.5M	Sell	34,921 -789	-2%	-$33.5K	0.13%	66
2017 Q4	$1.37M	Sell	35,710 -7,480	-17%	-$267K	0.13%	73
2017 Q3	$1.45M	Sell	43,190 -1,358	-3%	-$43.2K	0.11%	82
2017 Q2	$1.39M	Buy	44,548 +2,589	+6%	+$84.3K	0.12%	86
2017 Q1	$1.42M	Buy	41,959 +746	+2%	+$24.2K	0.13%	70
2016 Q4	$1.25M	Buy	+41,213	New	+$1.26M	0.13%	72

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's CSCO Position: Q2 2026 in Review

Avantax Planning Partners reduced its Cisco (CSCO) stake by 2.2% in Q2 2026, selling an estimated $324K and leaving 137,106 shares worth $16.1M. The position accounts for 0.4% of the portfolio, ranked #41.

Avantax Planning Partners first reported a position in CSCO in Q4 2016 and has held it in 39 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Avantax Planning Partners held 137,106 shares of Cisco worth $16.1M as of Q2 2026.
Avantax Planning Partners sold 3,096 Cisco shares in Q2 2026, an estimated $324K.
Cisco made up 0.4% of Avantax Planning Partners's portfolio in Q2 2026, its #41 holding.
Avantax Planning Partners first reported a position in Cisco in Q4 2016 and has held it in 39 quarters since.
4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.