CogentBlue Wealth Advisors
CSCO icon

CogentBlue Wealth Advisors’s Cisco CSCO Stock Holding History

CogentBlue Wealth 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
Q3 		– Sell
-2,697
Closed -$317K – 67
2026
Q2 		$317K Buy
2,697
+69
+3% +$7.22K 0.18% 70
2026
Q1 		$204K Hold
2,628
– – 0.14% 74
2025
Q4 		$202K Buy
+2,628
New +$195K 0.14% 71

Other funds holding CSCO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CogentBlue Wealth Advisors's CSCO Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Cisco (CSCO) in Q3 2026, closing a stake of 2,697 shares — an estimated $317K sold.

CogentBlue Wealth Advisors first reported a position in CSCO in Q4 2025 and held it in 3 quarters. The position peaked at $317K in Q2 2026. 3,092 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Cisco position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 2,697 Cisco shares in Q3 2026, an estimated $317K.
  • CogentBlue Wealth Advisors first reported a position in Cisco in Q4 2025 and held it in 3 quarters.
  • CogentBlue Wealth Advisors's Cisco position peaked at $317K in Q2 2026.
  • 3,092 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.