BW
CSCO icon

Balance Wealth’s Cisco CSCO Stock Holding History

Balance Wealth’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 		$710K Buy
6,042
+503
+9% +$52.6K 0.19% 76
2026
Q1 		$430K Buy
5,539
+41
+0.7% +$3.21K 0.13% 99
2025
Q4 		$424K Sell
5,498
-2,153
-28% -$160K 0.14% 97
2025
Q3 		$523K Buy
+7,651
New +$522K 0.13% 85

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Balance Wealth's CSCO Position: Q2 2026 in Review

Balance Wealth increased its Cisco (CSCO) stake by 9.1% in Q2 2026, buying an estimated $52.6K and bringing the position to 6,042 shares worth $710K. The position accounts for 0.19% of the portfolio, ranked #76.

Balance Wealth first reported a position in CSCO in Q3 2025 and has held it in 4 quarters since. 1,390 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Balance Wealth held 6,042 shares of Cisco worth $710K as of Q2 2026.
  • Balance Wealth bought 503 Cisco shares in Q2 2026, an estimated $52.6K.
  • Cisco made up 0.19% of Balance Wealth's portfolio in Q2 2026, its #76 holding.
  • Balance Wealth first reported a position in Cisco in Q3 2025 and has held it in 4 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.