Capital Advisors Wealth Management’s Cisco CSCO Stock Holding History

Capital Advisors Wealth Management’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	$846K	Buy	7,201 +7	+0.1%	+$732	0.1%	114
2026 Q1	$558K	Sell	7,194 -108	-1%	-$8.45K	0.07%	123
2025 Q4	$563K	Sell	7,302 -75	-1%	-$5.57K	0.08%	122
2025 Q3	$505K	Buy	7,377 +104	+1%	+$7.09K	0.07%	126
2025 Q2	$505K	Sell	7,273 -676	-9%	-$41.5K	0.08%	112
2025 Q1	$491K	Buy	7,949 +25	+0.3%	+$1.54K	0.09%	105
2024 Q4	$469K	Buy	7,924 +3,284	+71%	+$188K	0.08%	98
2024 Q3	$247K	Sell	4,640 -458	-9%	-$22.3K	0.05%	147
2024 Q2	$242K	Buy	5,098 +63	+1%	+$2.99K	0.05%	133
2024 Q1	$251K	Sell	5,035 -571	-10%	-$28.5K	0.05%	127
2023 Q4	$283K	Sell	5,606 -380	-6%	-$19.4K	0.06%	109
2023 Q3	$322K	Buy	5,986 +230	+4%	+$12.4K	0.08%	97
2023 Q2	$298K	Sell	5,756 -165	-3%	-$8.12K	0.08%	100
2023 Q1	$310K	Buy	5,921 +31	+0.5%	+$1.51K	0.09%	100
2022 Q4	$281K	Buy	5,890 +69	+1%	+$3.14K	0.09%	97
2022 Q3	$233K	Sell	5,821 -2,537	-30%	-$113K	0.08%	103
2022 Q2	$356K	Buy	8,358 +1,994	+31%	+$95.5K	0.12%	80
2022 Q1	$355K	Buy	6,364 +938	+17%	+$53.1K	0.11%	85
2021 Q4	$344K	Buy	+5,426	New	+$310K	0.1%	86

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

Capital Advisors Wealth Management's CSCO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Cisco (CSCO) stake by 0.1% in Q2 2026, buying an estimated $732 and bringing the position to 7,201 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #114.

Capital Advisors Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 19 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Capital Advisors Wealth Management held 7,201 shares of Cisco worth $846K as of Q2 2026.
Capital Advisors Wealth Management bought 7 Cisco shares in Q2 2026, an estimated $732.
Cisco made up 0.1% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #114 holding.
Capital Advisors Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 19 quarters since.
4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.