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Balboa Wealth Partners’s Cisco CSCO Stock Holding History

Balboa Wealth 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 		$1.47M Buy
12,479
+2,446
+24% +$256K 0.2% 85
2026
Q1 		$778K Buy
10,033
+965
+11% +$75.5K 0.13% 135
2025
Q4 		$699K Buy
9,068
+26
+0.3% +$1.93K 0.12% 141
2025
Q3 		$619K Sell
9,042
-108
-1% -$7.36K 0.11% 157
2025
Q2 		$635K Buy
9,150
+153
+2% +$9.4K 0.13% 135
2025
Q1 		$555K Sell
8,997
-283
-3% -$17.4K 0.13% 122
2024
Q4 		$549K Buy
9,280
+1,895
+26% +$108K 0.13% 135
2024
Q3 		$393K Buy
7,385
+49
+0.7% +$2.38K 0.1% 162
2024
Q2 		$349K Buy
+7,336
New +$348K 0.09% 169
2023
Q3 		– Sell
-5,500
Closed -$285K – 285
2023
Q2 		$285K Sell
5,500
-1,612
-23% -$79.3K 0.1% 171
2023
Q1 		$372K Sell
7,112
-1,168
-14% -$57K 0.14% 134
2022
Q4 		$394K Sell
8,280
-1,100
-12% -$50.1K 0.18% 126
2022
Q3 		$375K Buy
+9,380
New +$416K 0.16% 113

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balboa Wealth Partners's CSCO Position: Q2 2026 in Review

Balboa Wealth Partners increased its Cisco (CSCO) stake by 24% in Q2 2026, buying an estimated $256K and bringing the position to 12,479 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #85.

Balboa Wealth Partners first reported a position in CSCO in Q3 2022 and has held it in 13 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Balboa Wealth Partners held 12,479 shares of Cisco worth $1.47M as of Q2 2026.
  • Balboa Wealth Partners bought 2,446 Cisco shares in Q2 2026, an estimated $256K.
  • Cisco made up 0.2% of Balboa Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Balboa Wealth Partners first reported a position in Cisco in Q3 2022 and has held it in 13 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.