Cyndeo Wealth Partners
CSCO icon

Cyndeo Wealth Partners’s Cisco CSCO Stock Holding History

Cyndeo Wealth Partners’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 		$15.2M Sell
141,566
-506
-0.4% -$57K 0.69% 34
2026
Q2 		$16.7M Buy
142,072
+8,245
+6% +$862K 0.79% 29
2026
Q1 		$10.4M Buy
133,827
+104,786
+361% +$8.2M 0.55% 56
2025
Q4 		$2.24M Sell
29,041
-2,035
-7% -$151K 0.12% 157
2025
Q3 		$2.13M Buy
31,076
+3,779
+14% +$258K 0.12% 161
2025
Q2 		$1.89M Buy
27,297
+12,949
+90% +$796K 0.11% 166
2025
Q1 		$885K Sell
14,348
-373
-3% -$23K 0.06% 232
2024
Q4 		$872K Sell
14,721
-3,290
-18% -$188K 0.06% 232
2024
Q3 		$959K Sell
18,011
-67
-0.4% -$3.26K 0.07% 219
2024
Q2 		$859K Sell
18,078
-11,087
-38% -$526K 0.07% 223
2024
Q1 		$1.46M Sell
29,165
-80
-0.3% -$3.99K 0.12% 174
2023
Q4 		$1.48M Sell
29,245
-228
-0.8% -$11.6K 0.14% 164
2023
Q3 		$1.58M Buy
29,473
+2,623
+10% +$142K 0.17% 144
2023
Q2 		$1.39M Sell
26,850
-41,527
-61% -$2.04M 0.15% 147
2023
Q1 		$3.57M Sell
68,377
-33,859
-33% -$1.65M 0.39% 85
2022
Q4 		$4.87M Buy
+102,236
New +$4.65M 0.57% 58

Other funds holding CSCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cyndeo Wealth Partners's CSCO Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Cisco (CSCO) stake by 0.36% in Q3 2026, selling an estimated $57K and leaving 141,566 shares worth $15.2M. The position accounts for 0.69% of the portfolio, ranked #34.

Cyndeo Wealth Partners first reported a position in CSCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.7M in Q2 2026. 1,324 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Cyndeo Wealth Partners held 141,566 shares of Cisco worth $15.2M as of Q3 2026.
  • Cyndeo Wealth Partners sold 506 Cisco shares in Q3 2026, an estimated $57K.
  • Cisco made up 0.69% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #34 holding.
  • Cyndeo Wealth Partners first reported a position in Cisco in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Cisco position peaked at $16.7M in Q2 2026.
  • 1,324 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.