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Colton Groome Financial Advisors’s Cisco CSCO Stock Holding History

Colton Groome 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
Q3 		$460K Buy
4,277
+8
+0.2% +$901 0.11% 95
2026
Q2 		$501K Buy
4,269
+7
+0.2% +$732 0.12% 100
2026
Q1 		$331K Hold
4,262
– – 0.09% 104
2025
Q4 		$328K Buy
4,262
+866
+26% +$64.3K 0.09% 105
2025
Q3 		$232K Buy
3,396
+189
+6% +$12.9K 0.07% 122
2025
Q2 		$223K Buy
+3,207
New +$197K 0.08% 125
2024
Q1 		– Sell
-3,992
Closed -$202K – 123
2023
Q4 		$202K Sell
3,992
-1,376
-26% -$70.3K 0.09% 121
2023
Q3 		$289K Sell
5,368
-10,445
-66% -$564K 0.14% 94
2023
Q2 		$818K Buy
15,813
+1,923
+14% +$94.6K 0.38% 57
2023
Q1 		$726K Buy
13,890
+4,171
+43% +$204K 0.35% 59
2022
Q4 		$463K Buy
9,719
+3,609
+59% +$164K 0.23% 73
2022
Q3 		$244K Buy
6,110
+677
+12% +$30K 0.12% 95
2022
Q2 		$232K Sell
5,433
-556
-9% -$26.6K 0.12% 100
2022
Q1 		$334K Sell
5,989
-16,118
-73% -$912K 0.15% 75
2021
Q4 		$1.4M Buy
22,107
+519
+2% +$29.7K 0.57% 46
2021
Q3 		$1.18M Hold
21,588
– – 0.51% 39
2021
Q2 		$1.14M Buy
+21,588
New +$1.14M 0.52% 36

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Colton Groome Financial Advisors's CSCO Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Cisco (CSCO) stake by 0.19% in Q3 2026, buying an estimated $901 and bringing the position to 4,277 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #95.

Colton Groome Financial Advisors first reported a position in CSCO in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2021. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Colton Groome Financial Advisors held 4,277 shares of Cisco worth $460K as of Q3 2026.
  • Colton Groome Financial Advisors bought 8 Cisco shares in Q3 2026, an estimated $901.
  • Cisco made up 0.11% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #95 holding.
  • Colton Groome Financial Advisors first reported a position in Cisco in Q2 2021 and has held it in 17 quarters since.
  • Colton Groome Financial Advisors's Cisco position peaked at $1.4M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.