CLA (CliftonLarsonAllen) Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.07M | Buy |
43,176
+13,764
| +47% | +$1.44M | 0.07% | 103 |
|
|
2026
Q1 | $2.28M | Buy |
29,412
+10,057
| +52% | +$787K | 0.03% | 136 |
|
|
2025
Q4 | $1.49M | Buy |
19,355
+7,618
| +65% | +$565K | 0.02% | 147 |
|
|
2025
Q3 | $803K | Buy |
+11,737
| New | +$800K | 0.01% | 170 |
|
|
2025
Q2 | – | Sell |
-12,974
| Closed | -$801K | – | 205 |
|
|
2025
Q1 | $801K | Buy |
12,974
+2,769
| +27% | +$170K | 0.01% | 161 |
|
|
2024
Q4 | $604K | Sell |
10,205
-3,945
| -28% | -$225K | 0.01% | 166 |
|
|
2024
Q3 | $753K | Sell |
14,150
-381
| -3% | -$18.5K | 0.02% | 155 |
|
|
2024
Q2 | $690K | Sell |
14,531
-845
| -5% | -$40.1K | 0.01% | 152 |
|
|
2024
Q1 | $767K | Buy |
15,376
+166
| +1% | +$8.28K | 0.02% | 146 |
|
|
2023
Q4 | $768K | Buy |
15,210
+801
| +6% | +$40.9K | 0.02% | 149 |
|
|
2023
Q3 | $775K | Buy |
14,409
+319
| +2% | +$17.2K | 0.02% | 137 |
|
|
2023
Q2 | $729K | Buy |
14,090
+683
| +5% | +$33.6K | 0.02% | 142 |
|
|
2023
Q1 | $701K | Buy |
13,407
+616
| +5% | +$30.1K | 0.02% | 154 |
|
|
2022
Q4 | $609K | Sell |
12,791
-832
| -6% | -$37.9K | 0.02% | 156 |
|
|
2022
Q3 | $545K | Buy |
13,623
+740
| +6% | +$32.8K | 0.07% | 77 |
|
|
2022
Q2 | $549K | Sell |
12,883
-3,814
| -23% | -$183K | 0.02% | 159 |
|
|
2022
Q1 | $931K | Buy |
16,697
+6,258
| +60% | +$354K | 0.03% | 142 |
|
|
2021
Q4 | $662K | Buy |
10,439
+910
| +10% | +$52K | 0.02% | 150 |
|
|
2021
Q3 | $519K | Buy |
9,529
+1,493
| +19% | +$83.8K | 0.02% | 219 |
|
|
2021
Q2 | $426K | Buy |
+8,036
| New | +$423K | 0.02% | 243 |
|
|
2021
Q1 | – | Sell |
-12,198
| Closed | -$546K | – | 167 |
|
|
2020
Q4 | $546K | Sell |
12,198
-383
| -3% | -$15.7K | 0.03% | 141 |
|
|
2020
Q3 | $496K | Sell |
12,581
-1,492
| -11% | -$65K | 0.03% | 141 |
|
|
2020
Q2 | $656K | Buy |
+14,073
| New | +$617K | 0.04% | 126 |
|
|
2019
Q4 | $889K | Sell |
18,542
-5,235
| -22% | -$243K | 0.07% | 114 |
|
|
2019
Q3 | $1.18M | Buy |
+23,777
| New | +$1.24M | 0.1% | 91 |
|
|
2016
Q1 | – | Sell |
-12,953
| Closed | -$352K | – | 103 |
|
|
2015
Q4 | $352K | Buy |
12,953
+1,185
| +10% | +$32.7K | 0.06% | 107 |
|
|
2015
Q3 | $309K | Buy |
11,768
+1,688
| +17% | +$45.6K | 0.06% | 105 |
|
|
2015
Q2 | $277K | Sell |
10,080
-1,229
| -11% | -$35.2K | 0.06% | 136 |
|
|
2015
Q1 | $311K | Buy |
11,309
+24
| +0.2% | +$676 | 0.07% | 85 |
|
|
2014
Q4 | $314K | Buy |
+11,285
| New | +$291K | 0.07% | 77 |
|
|
2014
Q3 | – | Sell |
-10,430
| Closed | -$259K | – | 74 |
|
|
2014
Q2 | $259K | Buy |
+10,430
| New | +$249K | 0.05% | 77 |
|
|
2013
Q4 | – | Sell |
-10,947
| Closed | -$257K | – | 78 |
|
|
2013
Q3 | $257K | Buy |
+10,947
| New | +$272K | 0.07% | 75 |
|
Other funds holding CSCO
CLA (CliftonLarsonAllen) Wealth Advisors's CSCO Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors increased its Cisco (CSCO) stake by 47% in Q2 2026, buying an estimated $1.44M and bringing the position to 43,176 shares worth $5.07M. The position accounts for 0.07% of the portfolio, ranked #103.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CSCO in Q3 2013 and has held it in 32 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 43,176 shares of Cisco worth $5.07M as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors bought 13,764 Cisco shares in Q2 2026, an estimated $1.44M.
- Cisco made up 0.07% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #103 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Cisco in Q3 2013 and has held it in 32 quarters since.
- 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.