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Endowment Wealth Management’s Cisco CSCO Stock Holding History

Endowment Wealth Management’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 		$389K Sell
3,314
-177
-5% -$18.5K 0.15% 103
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

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

Endowment Wealth Management's CSCO Position: Q2 2026 in Review

Endowment Wealth Management reduced its Cisco (CSCO) stake by 5.1% in Q2 2026, selling an estimated $18.5K and leaving 3,314 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #103.

Endowment Wealth Management first reported a position in CSCO in Q1 2025 and has held it in 6 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Endowment Wealth Management held 3,314 shares of Cisco worth $389K as of Q2 2026.
  • Endowment Wealth Management sold 177 Cisco shares in Q2 2026, an estimated $18.5K.
  • Cisco made up 0.15% of Endowment Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Endowment Wealth Management first reported a position in Cisco in Q1 2025 and has held it in 6 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.