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Everhart Financial Group’s Cisco CSCO Stock Holding History

Everhart Financial Group’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 		$4.52M Buy
38,518
+1,237
+3% +$129K 0.29% 45
2026
Q1 		$2.89M Buy
37,281
+1,426
+4% +$112K 0.25% 55
2025
Q4 		$2.76M Buy
35,855
+6,741
+23% +$500K 0.26% 46
2025
Q3 		$1.99M Buy
29,114
+1,633
+6% +$111K 0.2% 58
2025
Q2 		$1.91M Buy
27,481
+2,824
+11% +$174K 0.22% 59
2025
Q1 		$1.52M Buy
24,657
+1,773
+8% +$109K 0.21% 69
2024
Q4 		$1.35M Buy
22,884
+2,094
+10% +$120K 0.28% 64
2024
Q3 		$1.11M Buy
20,790
+2,263
+12% +$110K 0.25% 90
2024
Q2 		$880K Buy
18,527
+1,943
+12% +$92.3K 0.23% 94
2024
Q1 		$828K Buy
16,584
+2,309
+16% +$115K 0.24% 86
2023
Q4 		$721K Sell
14,275
-2,581
-15% -$132K 0.26% 80
2023
Q3 		$906K Buy
16,856
+1,015
+6% +$54.8K 0.38% 56
2023
Q2 		$820K Buy
15,841
+246
+2% +$12.1K 0.34% 63
2023
Q1 		$815K Buy
15,595
+1,594
+11% +$77.8K 0.37% 54
2022
Q4 		$667K Sell
14,001
-47
-0.3% -$2.14K 0.34% 63
2022
Q3 		$562K Buy
14,048
+5,744
+69% +$255K 0.31% 65
2022
Q2 		$354K Sell
8,304
-1,105
-12% -$52.9K 0.22% 108
2022
Q1 		$524K Buy
9,409
+2,827
+43% +$160K 0.3% 72
2021
Q4 		$417K Buy
6,582
+981
+18% +$56K 0.25% 74
2021
Q3 		$305K Buy
5,601
+78
+1% +$4.38K 0.21% 84
2021
Q2 		$293K Buy
+5,523
New +$291K 0.2% 76

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's CSCO Position: Q2 2026 in Review

Everhart Financial Group increased its Cisco (CSCO) stake by 3.3% in Q2 2026, buying an estimated $129K and bringing the position to 38,518 shares worth $4.52M. The position accounts for 0.29% of the portfolio, ranked #45.

Everhart Financial Group first reported a position in CSCO in Q2 2021 and has held it in 21 quarters since. 750 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Everhart Financial Group held 38,518 shares of Cisco worth $4.52M as of Q2 2026.
  • Everhart Financial Group bought 1,237 Cisco shares in Q2 2026, an estimated $129K.
  • Cisco made up 0.29% of Everhart Financial Group's portfolio in Q2 2026, its #45 holding.
  • Everhart Financial Group first reported a position in Cisco in Q2 2021 and has held it in 21 quarters since.
  • 750 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.