Endowment Wealth Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$271K Buy
3,491
+220
+7% +$17.2K 0.12% 120
2025
Q4
$252K Sell
3,271
-76
-2% -$5.64K 0.12% 126
2025
Q3
$229K Buy
3,347
+66
+2% +$4.5K 0.1% 135
2025
Q2
$228K Sell
3,281
-80
-2% -$4.92K 0.12% 130
2025
Q1
$207K Buy
+3,361
New +$207K 0.13% 136

Other funds holding CSCO

Endowment Wealth Management's CSCO Position: Q1 2026 in Review

Endowment Wealth Management increased its Cisco (CSCO) stake by 6.7% in Q1 2026, buying an estimated $17.2K and bringing the position to 3,491 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #120.

Endowment Wealth Management first reported a position in CSCO in Q1 2025 and has held it in 5 quarters since. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Endowment Wealth Management held 3,491 shares of Cisco worth $271K as of Q1 2026.
  • Endowment Wealth Management bought 220 Cisco shares in Q1 2026, an estimated $17.2K.
  • Cisco made up 0.12% of Endowment Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Endowment Wealth Management first reported a position in Cisco in Q1 2025 and has held it in 5 quarters since.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.