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Emergent Wealth Advisors’s Cisco CSCO Stock Holding History

Emergent Wealth 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
Q3 		$1.14M Sell
10,567
-2,165
-17% -$244K 0.59% 34
2026
Q2 		$1.49M Buy
12,732
+222
+2% +$23.2K 0.78% 27
2026
Q1 		$971K Buy
12,510
+403
+3% +$31.5K 0.57% 30
2025
Q4 		$933K Buy
12,107
+983
+9% +$72.9K 0.52% 41
2025
Q3 		$761K Buy
11,124
+1,239
+13% +$84.5K 0.44% 42
2025
Q2 		$686K Buy
9,885
+72
+0.7% +$4.42K 0.44% 48
2025
Q1 		$606K Buy
9,813
+1,313
+15% +$80.8K 0.44% 44
2024
Q4 		$503K Buy
8,500
+337
+4% +$19.2K 0.36% 52
2024
Q3 		$434K Buy
8,163
+1,467
+22% +$71.3K 0.32% 61
2024
Q2 		$322K Sell
6,696
-696
-9% -$33K 0.26% 73
2024
Q1 		$369K Sell
7,392
-1,565
-17% -$78.1K 0.32% 64
2023
Q4 		$452K Buy
+8,957
New +$458K 0.42% 47

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

Emergent Wealth Advisors's CSCO Position: Q3 2026 in Review

Emergent Wealth Advisors reduced its Cisco (CSCO) stake by 17% in Q3 2026, selling an estimated $244K and leaving 10,567 shares worth $1.14M. The position accounts for 0.59% of the portfolio, ranked #34.

Emergent Wealth Advisors first reported a position in CSCO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Emergent Wealth Advisors held 10,567 shares of Cisco worth $1.14M as of Q3 2026.
  • Emergent Wealth Advisors sold 2,165 Cisco shares in Q3 2026, an estimated $244K.
  • Cisco made up 0.59% of Emergent Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • Emergent Wealth Advisors first reported a position in Cisco in Q4 2023 and has held it in 12 quarters since.
  • Emergent Wealth Advisors's Cisco position peaked at $1.49M in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.