EWA
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
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% +$7.71K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Encompass Wealth Advisors's CSCO Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Cisco (CSCO) stake by 2.4% in Q2 2026, selling an estimated $18.9K and leaving 7,507 shares worth $882K. The position accounts for 0.27% of the portfolio, ranked #46.

Encompass Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q2 2021. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Encompass Wealth Advisors held 7,507 shares of Cisco worth $882K as of Q2 2026.
  • Encompass Wealth Advisors sold 181 Cisco shares in Q2 2026, an estimated $18.9K.
  • Cisco made up 0.27% of Encompass Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Encompass Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Cisco position peaked at $1.26M in Q2 2021.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.