Encompass Wealth Advisors
CSCO icon

Encompass Wealth Advisors’s Cisco CSCO Stock Holding History

Encompass 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 		$1.71M Buy
15,882
+8,375
+112% +$944K 0.25% 48
2026
Q2 		$882K Sell
7,507
-181
-2% -$18.9K 0.27% 46
2026
Q1 		$597K Sell
7,688
-1,194
-13% -$93.5K 0.21% 50
2025
Q4 		$684K Buy
8,882
+17
+0.2% +$1.26K 0.23% 48
2025
Q3 		$607K Buy
8,865
+18
+0.2% +$1.23K 0.21% 56
2025
Q2 		$614K Sell
8,847
-525
-6% -$32.3K 0.23% 53
2025
Q1 		$578K Buy
9,372
+23
+0.2% +$1.42K 0.24% 54
2024
Q4 		$553K Sell
9,349
-6,230
-40% -$356K 0.22% 57
2024
Q3 		$829K Sell
15,579
-169
-1% -$8.22K 0.21% 100
2024
Q2 		$748K Sell
15,748
-12
-0.1% -$570 0.2% 99
2024
Q1 		$787K Sell
15,760
-15
-0.1% -$748 0.21% 100
2023
Q4 		$797K Buy
15,775
+151
+1% +$7.72K 0.24% 83
2023
Q3 		$840K Sell
15,624
-129
-0.8% -$6.96K 0.28% 73
2023
Q2 		$815K Sell
15,753
-1
-0% -$49 0.27% 75
2023
Q1 		$824K Sell
15,754
-432
-3% -$21.1K 0.28% 73
2022
Q4 		$771K Sell
16,186
-412
-2% -$18.8K 0.28% 67
2022
Q3 		$664K Buy
16,598
+47
+0.3% +$2.08K 0.25% 71
2022
Q2 		$706K Sell
16,551
-97
-0.6% -$4.64K 0.25% 68
2022
Q1 		$928K Buy
16,648
+179
+1% +$10.1K 0.23% 69
2021
Q4 		$1.04M Buy
16,469
+70
+0.4% +$4K 0.25% 69
2021
Q3 		$892K Sell
16,399
-7,356
-31% -$413K 0.23% 74
2021
Q2 		$1.26M Sell
23,755
-607
-2% -$31.9K 0.31% 64
2021
Q1 		$1.24M Buy
24,362
+1,380
+6% +$64.8K 0.32% 61
2020
Q4 		$1.03M Buy
+22,982
New +$945K 0.59% 37

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

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

Encompass Wealth Advisors increased its Cisco (CSCO) stake by 112% in Q3 2026, buying an estimated $944K and bringing the position to 15,882 shares worth $1.71M. The position accounts for 0.25% of the portfolio, ranked #48.

Encompass Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 24 quarters since. 1,208 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Encompass Wealth Advisors held 15,882 shares of Cisco worth $1.71M as of Q3 2026.
  • Encompass Wealth Advisors bought 8,375 Cisco shares in Q3 2026, an estimated $944K.
  • Cisco made up 0.25% of Encompass Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • Encompass Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 24 quarters since.
  • 1,208 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.