FSWA
CSCO icon

Financial Synergies Wealth Advisors’s Cisco CSCO Stock Holding History

Financial Synergies 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
Q2 		$415K Buy
3,530
+277
+9% +$29K 0.04% 92
2026
Q1 		$252K Sell
3,253
-795
-20% -$62.2K 0.02% 102
2025
Q4 		$312K Buy
4,048
+36
+0.9% +$2.67K 0.03% 89
2025
Q3 		$274K Buy
4,012
+62
+2% +$4.23K 0.03% 84
2025
Q2 		$274K Buy
3,950
+415
+12% +$25.5K 0.03% 82
2025
Q1 		$218K Buy
3,535
+49
+1% +$3.02K 0.03% 77
2024
Q4 		$206K Sell
3,486
-384
-10% -$21.9K 0.03% 71
2024
Q3 		$206K Buy
+3,870
New +$188K 0.03% 74
2024
Q2 		– Sell
-2,758
Closed -$138K – 148
2024
Q1 		$138K Buy
2,758
+926
+51% +$46.2K 0.02% 89
2023
Q4 		$87.3K Sell
1,832
-903
-33% -$46.1K 0.01% 82
2023
Q3 		$147K Buy
2,735
+11
+0.4% +$593 0.02% 75
2023
Q2 		$141K Sell
2,724
-223
-8% -$11K 0.02% 75
2023
Q1 		$154K Buy
2,947
+1,115
+61% +$54.5K 0.02% 70
2022
Q4 		$87.3K Buy
1,832
+612
+50% +$27.9K 0.01% 82
2022
Q3 		$48.8K Buy
1,220
+47
+4% +$2.08K 0.01% 96
2022
Q2 		$50K Buy
+1,173
New +$56.2K 0.01% 105

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Financial Synergies Wealth Advisors's CSCO Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Cisco (CSCO) stake by 8.5% in Q2 2026, buying an estimated $29K and bringing the position to 3,530 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #92.

Financial Synergies Wealth Advisors first reported a position in CSCO in Q2 2022 and has held it in 16 quarters since. 1,248 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Financial Synergies Wealth Advisors held 3,530 shares of Cisco worth $415K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 277 Cisco shares in Q2 2026, an estimated $29K.
  • Cisco made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Financial Synergies Wealth Advisors first reported a position in Cisco in Q2 2022 and has held it in 16 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.