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CWS Financial Advisors’s Cisco CSCO Stock Holding History

CWS 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
Q1 		$1.04M Sell
13,388
-1,141
-8% -$89.3K 0.27% 54
2025
Q4 		$1.12M Buy
14,529
+1,113
+8% +$82.6K 0.3% 50
2025
Q3 		$918K Buy
13,416
+907
+7% +$61.8K 0.25% 51
2025
Q2 		$868K Sell
12,509
-435
-3% -$26.7K 0.25% 51
2025
Q1 		$799K Buy
12,944
+717
+6% +$44.1K 0.25% 49
2024
Q4 		$724K Buy
12,227
+1,587
+15% +$90.6K 0.23% 48
2024
Q3 		$566K Sell
10,640
-581
-5% -$28.3K 0.2% 56
2024
Q2 		$533K Buy
11,221
+120
+1% +$5.7K 0.21% 51
2024
Q1 		$554K Sell
11,101
-7,961
-42% -$397K 0.23% 46
2023
Q4 		$963K Sell
19,062
-1,695
-8% -$86.6K 0.36% 39
2023
Q3 		$1.12M Sell
20,757
-244
-1% -$13.2K 0.45% 30
2023
Q2 		$1.09M Buy
21,001
+216
+1% +$10.6K 0.41% 34
2023
Q1 		$1.09M Buy
20,785
+348
+2% +$17K 0.43% 32
2022
Q4 		$1.06M Buy
20,437
+968
+5% +$44.1K 0.46% 30
2022
Q3 		$779K Buy
19,469
+4
+0% +$177 0.37% 42
2022
Q2 		$830K Sell
19,465
-1,549
-7% -$74.2K 0.38% 40
2022
Q1 		$1.17M Buy
21,014
+119
+0.6% +$6.73K 0.44% 31
2021
Q4 		$1.32M Buy
+20,895
New +$1.19M 0.47% 29
2021
Q2 		$1.09M Buy
20,553
+116
+0.6% +$6.1K 0.43% 32
2021
Q1 		$1.06M Buy
20,437
+1,266
+7% +$59.4K 0.46% 30
2020
Q4 		$858K Sell
19,171
-735
-4% -$30.2K 0.5% 38
2020
Q3 		$784K Buy
19,906
+8,164
+70% +$356K 0.52% 35
2020
Q2 		$548K Sell
11,742
-123
-1% -$5.39K 0.4% 56
2020
Q1 		$569K Hold
11,865
– – 0.42% 43
2019
Q4 		$569K Buy
+11,865
New +$551K 0.42% 43

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CWS Financial Advisors's CSCO Position: Q1 2026 in Review

CWS Financial Advisors reduced its Cisco (CSCO) stake by 7.9% in Q1 2026, selling an estimated $89.3K and leaving 13,388 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #54.

CWS Financial Advisors first reported a position in CSCO in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.32M in Q4 2021. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • CWS Financial Advisors held 13,388 shares of Cisco worth $1.04M as of Q1 2026.
  • CWS Financial Advisors sold 1,141 Cisco shares in Q1 2026, an estimated $89.3K.
  • Cisco made up 0.27% of CWS Financial Advisors's portfolio in Q1 2026, its #54 holding.
  • CWS Financial Advisors first reported a position in Cisco in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Cisco position peaked at $1.32M in Q4 2021.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.