Flatrock Wealth Partners’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$656K Buy
5,586
+129
+2% +$13.5K 0.26% 60
2026
Q1
$423K Sell
5,457
-341
-6% -$26.7K 0.19% 76
2025
Q4
$447K Buy
+5,798
New +$430K 0.21% 68

Other funds holding CSCO

Flatrock Wealth Partners's CSCO Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Cisco (CSCO) stake by 2.4% in Q2 2026, buying an estimated $13.5K and bringing the position to 5,586 shares worth $656K. The position accounts for 0.26% of the portfolio, ranked #60.

Flatrock Wealth Partners first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Flatrock Wealth Partners held 5,586 shares of Cisco worth $656K as of Q2 2026.
  • Flatrock Wealth Partners bought 129 Cisco shares in Q2 2026, an estimated $13.5K.
  • Cisco made up 0.26% of Flatrock Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Flatrock Wealth Partners first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.