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EP Wealth Advisors’s Cisco CSCO Stock Holding History

EP 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 		$80.8M Sell
1,041,483
-12,286
-1% -$962K 0.4% 39
2025
Q4 		$81.2M Buy
+1,053,769
New +$78.2M 0.42% 39
2025
Q2 		$79.2M Sell
1,141,007
-39,250
-3% -$2.41M 0.52% 36
2025
Q1 		$72.8M Sell
1,180,257
-50,187
-4% -$3.09M 0.58% 34
2024
Q4 		$72.8M Sell
1,230,444
-114,760
-9% -$6.55M 0.59% 37
2024
Q3 		$71.6M Buy
1,345,204
+82,439
+7% +$4.01M 0.62% 36
2024
Q2 		$60M Buy
1,262,765
+97,087
+8% +$4.61M 0.64% 39
2024
Q1 		$58.2M Buy
1,165,678
+43,752
+4% +$2.18M 0.68% 36
2023
Q4 		$56.7M Buy
1,121,926
+29,813
+3% +$1.52M 0.72% 35
2023
Q3 		$58.7M Buy
1,092,113
+1,075,533
+6,487% +$58M 0.91% 23
2023
Q2 		$55.7M Buy
16,580
+13,788
+494% +$678K 0.8% 27
2023
Q1 		$383K Sell
2,792
-978,700
-100% -$47.8M 0.01% 444
2022
Q4 		$46.8M Buy
981,492
+31,968
+3% +$1.46M 0.84% 32
2022
Q3 		$38M Buy
949,524
+81,070
+9% +$3.6M 0.86% 26
2022
Q2 		$37M Buy
868,454
+42,406
+5% +$2.03M 0.83% 32
2022
Q1 		$46.1M Buy
826,048
+39,233
+5% +$2.22M 1.01% 18
2021
Q4 		$49.9M Buy
786,815
+36,898
+5% +$2.11M 1.18% 15
2021
Q3 		$40.8M Buy
749,917
+24,455
+3% +$1.37M 1.12% 21
2021
Q2 		$38.4M Buy
725,462
+54,419
+8% +$2.86M 1.07% 20
2021
Q1 		$34.7M Buy
671,043
+174,061
+35% +$8.17M 1.1% 19
2020
Q4 		$22.2M Buy
496,982
+50,225
+11% +$2.06M 0.78% 28
2020
Q3 		$17.6M Buy
446,757
+23,748
+6% +$1.04M 0.76% 30
2020
Q2 		$19.7M Buy
423,009
+37,635
+10% +$1.65M 0.84% 26
2020
Q1 		$15.1M Buy
385,374
+89,856
+30% +$3.94M 0.74% 30
2019
Q4 		$14.2M Sell
295,518
-34,709
-11% -$1.61M 0.58% 40
2019
Q3 		$16.3M Buy
330,227
+3,594
+1% +$187K 0.81% 32
2019
Q2 		$17.9M Buy
326,633
+292,354
+853% +$16.1M 1.12% 22
2019
Q1 		$1.85M Buy
34,279
+2,730
+9% +$133K 0.18% 82
2018
Q4 		$1.37M Sell
31,549
-1,274
-4% -$58.3K 0.11% 105
2018
Q3 		$1.6M Buy
32,823
+12,813
+64% +$576K 0.12% 89
2018
Q2 		$861K Buy
20,010
+6,538
+49% +$286K 0.08% 94
2018
Q1 		$578K Buy
13,472
+149
+1% +$6.32K 0.06% 116
2017
Q4 		$510K Buy
13,323
+1,748
+15% +$62.4K 0.05% 111
2017
Q3 		$389K Sell
11,575
-1,094
-9% -$34.8K 0.04% 117
2017
Q2 		$397K Buy
12,669
+1,767
+16% +$57.6K 0.05% 117
2017
Q1 		$368K Buy
10,902
+946
+10% +$30.7K 0.05% 100
2016
Q4 		$301K Sell
9,956
-2,635
-21% -$80.3K 0.04% 110
2016
Q3 		$399K Buy
12,591
+487
+4% +$15K 0.06% 89
2016
Q2 		$347K Buy
12,104
+929
+8% +$26.1K 0.06% 96
2016
Q1 		$318K Sell
11,175
-1,603
-13% -$41.2K 0.05% 104
2015
Q4 		$347K Buy
12,778
+3,033
+31% +$83.7K 0.06% 112
2015
Q3 		$256K Sell
9,745
-1,297
-12% -$35K 0.05% 116
2015
Q2 		$303K Buy
11,042
+992
+10% +$28.5K 0.06% 92
2015
Q1 		$277K Sell
10,050
-182
-2% -$5.12K 0.05% 105
2014
Q4 		$285K Sell
10,232
-375
-4% -$9.68K 0.05% 104
2014
Q3 		$267K Sell
10,607
-501
-5% -$12.6K 0.04% 95
2014
Q2 		$276K Buy
11,108
+433
+4% +$10.3K 0.06% 91
2014
Q1 		$239K Buy
10,675
+1,112
+12% +$24.6K 0.07% 97
2013
Q4 		$214K Buy
9,563
+215
+2% +$4.76K 0.06% 114
2013
Q3 		$219K Buy
9,348
+946
+11% +$23.5K 0.07% 96
2013
Q2 		$204K Buy
+8,402
New +$189K 0.07% 74

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

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

EP Wealth Advisors reduced its Cisco (CSCO) stake by 1.2% in Q1 2026, selling an estimated $962K and leaving 1,041,483 shares worth $80.8M. The position accounts for 0.4% of the portfolio, ranked #39.

EP Wealth Advisors first reported a position in CSCO in Q2 2013 and has held it in 51 quarters since. The position peaked at $81.2M in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • EP Wealth Advisors held 1,041,483 shares of Cisco worth $80.8M as of Q1 2026.
  • EP Wealth Advisors sold 12,286 Cisco shares in Q1 2026, an estimated $962K.
  • Cisco made up 0.4% of EP Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • EP Wealth Advisors first reported a position in Cisco in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's Cisco position peaked at $81.2M in Q4 2025.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.