Dougherty Wealth Advisers’s Cisco CSCO Stock Holding History

Dougherty Wealth Advisers’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	$167K	Hold	2,154	–	–	0.11%	51
2025 Q4	$166K	Hold	2,154	–	–	0.09%	52
2025 Q3	$147K	Hold	2,154	–	–	0.1%	50
2025 Q2	$149K	Hold	2,154	–	–	0.1%	46
2025 Q1	$133K	Hold	2,154	–	–	0.1%	49
2024 Q4	$128K	Hold	2,154	–	–	0.1%	54
2024 Q3	$115K	Hold	2,154	–	–	0.09%	53
2024 Q2	$102K	Hold	2,154	–	–	0.09%	55
2024 Q1	$108K	Hold	2,154	–	–	0.1%	54
2023 Q4	$109K	Hold	2,154	–	–	0.1%	56
2023 Q3	$116K	Hold	2,154	–	–	0.13%	47
2023 Q2	$111K	Hold	2,154	–	–	0.15%	49
2023 Q1	$113K	Hold	2,154	–	–	0.17%	51
2022 Q4	$103K	Hold	2,154	–	–	0.17%	59
2022 Q3	$86K	Hold	2,154	–	–	0.17%	60
2022 Q2	$92K	Hold	2,154	–	–	0.17%	63
2022 Q1	$120K	Hold	2,154	–	–	0.18%	55
2021 Q4	$136K	Hold	2,154	–	–	0.19%	56
2021 Q3	$117K	Hold	2,154	–	–	0.17%	66
2021 Q2	$114K	Hold	2,154	–	–	0.17%	68
2021 Q1	$111K	Hold	2,154	–	–	0.17%	62
2020 Q4	$96K	Hold	2,154	–	–	0.15%	65
2020 Q3	$85K	Hold	2,154	–	–	0.29%	65
2020 Q2	$100K	Hold	2,154	–	–	0.37%	54
2020 Q1	$85K	Hold	2,154	–	–	0.34%	55
2019 Q4	$103K	Hold	2,154	–	–	0.31%	64
2019 Q3	$106K	Sell	2,154 -500	-19%	-$26K	0.35%	54
2019 Q2	$145K	Buy	2,654 +500	+23%	+$27.6K	0.41%	52
2019 Q1	$116K	Sell	2,154 -500	-19%	-$24.3K	0.39%	48
2018 Q4	$124K	Buy	+2,654	New	+$121K	0.41%	50

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dougherty Wealth Advisers's CSCO Position: Q1 2026 in Review

Dougherty Wealth Advisers held its Cisco (CSCO) position steady in Q1 2026 at 2,154 shares worth $167K. The position accounts for 0.11% of the portfolio, ranked #51.

Dougherty Wealth Advisers first reported a position in CSCO in Q4 2018 and has held it in 30 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Dougherty Wealth Advisers held 2,154 shares of Cisco worth $167K as of Q1 2026.
Dougherty Wealth Advisers left its Cisco share count unchanged in Q1 2026.
Cisco made up 0.11% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #51 holding.
Dougherty Wealth Advisers first reported a position in Cisco in Q4 2018 and has held it in 30 quarters since.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.