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Capstone Financial Advisors’s Cisco CSCO Stock Holding History

Capstone Financial Advisors’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 		$615K Buy
5,238
+41
+0.8% +$4.29K 0.03% 96
2026
Q1 		$403K Buy
5,197
+13
+0.3% +$1.02K 0.02% 120
2025
Q4 		$399K Buy
5,184
+13
+0.3% +$965 0.02% 113
2025
Q3 		$354K Buy
5,171
+1,363
+36% +$92.9K 0.02% 125
2025
Q2 		$264K Sell
3,808
-74
-2% -$4.55K 0.02% 134
2025
Q1 		$240K Buy
3,882
+6
+0.2% +$369 0.02% 128
2024
Q4 		$229K Buy
3,876
+7
+0.2% +$400 0.01% 135
2024
Q3 		$206K Buy
+3,869
New +$188K 0.01% 137
2024
Q1 		– Sell
-4,341
Closed -$219K – 153
2023
Q4 		$219K Buy
4,341
+7
+0.2% +$358 0.02% 130
2023
Q3 		$233K Sell
4,334
-45
-1% -$2.43K 0.02% 117
2023
Q2 		$227K Buy
+4,379
New +$215K 0.02% 116
2022
Q3 		– Sell
-4,910
Closed -$209K – 145
2022
Q2 		$209K Buy
4,910
+20
+0.4% +$957 0.02% 111
2022
Q1 		$273K Buy
4,890
+12
+0.2% +$679 0.02% 105
2021
Q4 		$309K Sell
4,878
-135
-3% -$7.71K 0.02% 100
2021
Q3 		$273K Buy
+5,013
New +$281K 0.02% 104

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

Capstone Financial Advisors's CSCO Position: Q2 2026 in Review

Capstone Financial Advisors increased its Cisco (CSCO) stake by 0.79% in Q2 2026, buying an estimated $4.29K and bringing the position to 5,238 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #96.

Capstone Financial Advisors first reported a position in CSCO in Q3 2021 and has held it in 15 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Capstone Financial Advisors held 5,238 shares of Cisco worth $615K as of Q2 2026.
  • Capstone Financial Advisors bought 41 Cisco shares in Q2 2026, an estimated $4.29K.
  • Cisco made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Capstone Financial Advisors first reported a position in Cisco in Q3 2021 and has held it in 15 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.