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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
Q2 		$1.67M Buy
14,191
+803
+6% +$84K 0.37% 42
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CWS Financial Advisors's CSCO Position: Q2 2026 in Review

CWS Financial Advisors increased its Cisco (CSCO) stake by 6% in Q2 2026, buying an estimated $84K and bringing the position to 14,191 shares worth $1.67M. The position accounts for 0.37% of the portfolio, ranked #42.

CWS Financial Advisors first reported a position in CSCO in Q4 2019 and has held it in 26 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • CWS Financial Advisors held 14,191 shares of Cisco worth $1.67M as of Q2 2026.
  • CWS Financial Advisors bought 803 Cisco shares in Q2 2026, an estimated $84K.
  • Cisco made up 0.37% of CWS Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • CWS Financial Advisors first reported a position in Cisco in Q4 2019 and has held it in 26 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.