Cardinal Point Capital Management’s Cisco CSCO Stock Holding History

Cardinal Point Capital 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 Q3	$16.9M	Sell	157,168 -2,000	-1%	-$225K	0.94%	28
2026 Q2	$18.7M	Sell	159,168 -78,441	-33%	-$8.2M	1.06%	24
2026 Q1	$18.4M	Sell	237,609 -6,556	-3%	-$513K	1.13%	23
2025 Q4	$18.8M	Buy	244,165 +2,929	+1%	+$217K	1.23%	21
2025 Q3	$16.5M	Buy	241,236 +13,751	+6%	+$937K	1.15%	21
2025 Q2	$15.8M	Buy	227,485 +240	+0.1%	+$14.7K	1.25%	21
2025 Q1	$14M	Buy	+227,245	New	+$14M	1.29%	22

Other funds holding CSCO

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cardinal Point Capital Management's CSCO Position: Q3 2026 in Review

Cardinal Point Capital Management reduced its Cisco (CSCO) stake by 1.3% in Q3 2026, selling an estimated $225K and leaving 157,168 shares worth $16.9M. The position accounts for 0.94% of the portfolio, ranked #28.

Cardinal Point Capital Management first reported a position in CSCO in Q1 2025 and has held it in 7 quarters since. The position peaked at $18.8M in Q4 2025. 3,507 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Cardinal Point Capital Management held 157,168 shares of Cisco worth $16.9M as of Q3 2026.
Cardinal Point Capital Management sold 2,000 Cisco shares in Q3 2026, an estimated $225K.
Cisco made up 0.94% of Cardinal Point Capital Management's portfolio in Q3 2026, its #28 holding.
Cardinal Point Capital Management first reported a position in Cisco in Q1 2025 and has held it in 7 quarters since.
Cardinal Point Capital Management's Cisco position peaked at $18.8M in Q4 2025.
3,507 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.