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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Encompass Wealth Advisors's CSCO Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Cisco (CSCO) stake by 13% in Q1 2026, selling an estimated $93.5K and leaving 7,688 shares worth $597K. The position accounts for 0.21% of the portfolio, ranked #50.

Encompass Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.26M in Q2 2021. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Encompass Wealth Advisors held 7,688 shares of Cisco worth $597K as of Q1 2026.
  • Encompass Wealth Advisors sold 1,194 Cisco shares in Q1 2026, an estimated $93.5K.
  • Cisco made up 0.21% of Encompass Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Encompass Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Cisco position peaked at $1.26M in Q2 2021.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

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