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Elevation Wealth Partners’s Cisco CSCO Stock Holding History

Elevation 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 		$403K Buy
3,740
+375
+11% +$42.2K 0.11% 97
2026
Q2 		$395K Buy
3,365
+2,041
+154% +$213K 0.12% 92
2026
Q1 		$103K Buy
1,324
+30
+2% +$2.35K 0.04% 165
2025
Q4 		$99.7K Buy
1,294
+48
+4% +$3.56K 0.04% 170
2025
Q3 		$85.3K Buy
1,246
+367
+42% +$25K 0.03% 190
2025
Q2 		$61K Sell
879
-1,800
-67% -$111K 0.02% 213
2025
Q1 		$164K Buy
2,679
+1,800
+205% +$111K 0.07% 124
2024
Q4 		$52K Sell
879
-35
-4% -$2K 0.02% 225
2024
Q3 		$48.6K Buy
914
+50
+6% +$2.43K 0.02% 222
2024
Q2 		$41K Sell
864
-200
-19% -$9.5K 0.02% 233
2024
Q1 		$53.4K Hold
1,064
– – 0.03% 215
2023
Q4 		$55.9K Hold
1,064
– – 0.03% 195
2023
Q3 		$57.2K Sell
1,064
-98
-8% -$5.29K 0.05% 138
2023
Q2 		$60.1K Sell
1,162
-408
-26% -$20.1K 0.05% 138
2023
Q1 		$82.1K Buy
+1,570
New +$76.7K 0.08% 117

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

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

Elevation Wealth Partners increased its Cisco (CSCO) stake by 11% in Q3 2026, buying an estimated $42.2K and bringing the position to 3,740 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #97.

Elevation Wealth Partners first reported a position in CSCO in Q1 2023 and has held it in 15 quarters since. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Elevation Wealth Partners held 3,740 shares of Cisco worth $403K as of Q3 2026.
  • Elevation Wealth Partners bought 375 Cisco shares in Q3 2026, an estimated $42.2K.
  • Cisco made up 0.11% of Elevation Wealth Partners's portfolio in Q3 2026, its #97 holding.
  • Elevation Wealth Partners first reported a position in Cisco in Q1 2023 and has held it in 15 quarters since.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.