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Fortem Financial Group’s Cisco CSCO Stock Holding History

Fortem 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 		$2.45M Buy
20,831
+141
+0.7% +$14.7K 0.5% 55
2026
Q1 		$1.61M Sell
20,690
-3,943
-16% -$309K 0.4% 65
2025
Q4 		$1.9M Sell
24,633
-1,002
-4% -$74.3K 0.51% 55
2025
Q3 		$1.75M Sell
25,635
-979
-4% -$66.7K 0.5% 53
2025
Q2 		$1.85M Sell
26,614
-17,170
-39% -$1.06M 0.6% 50
2025
Q1 		$2.7M Sell
43,784
-10,081
-19% -$621K 1.05% 28
2024
Q4 		$3.19M Buy
53,865
+91
+0.2% +$5.2K 1.24% 20
2024
Q3 		$2.86M Buy
53,774
+14,135
+36% +$687K 1.16% 21
2024
Q2 		$1.88M Sell
39,639
-1,598
-4% -$75.9K 0.81% 33
2024
Q1 		$2.06M Buy
41,237
+2,268
+6% +$113K 0.9% 29
2023
Q4 		$1.97M Buy
38,969
+5,232
+16% +$267K 0.98% 25
2023
Q3 		$1.81M Buy
33,737
+9,613
+40% +$519K 1.06% 24
2023
Q2 		$1.25M Buy
24,124
+20,190
+513% +$993K 0.74% 40
2023
Q1 		$206K Sell
3,934
-333
-8% -$16.3K 0.13% 139
2022
Q4 		$203K Buy
+4,267
New +$194K 0.12% 151
2022
Q3 		– Sell
-5,342
Closed -$228K – 161
2022
Q2 		$228K Sell
5,342
-30,289
-85% -$1.45M 0.15% 153
2022
Q1 		$1.99M Buy
35,631
+2,832
+9% +$160K 0.87% 46
2021
Q4 		$2.08M Sell
32,799
-176
-0.5% -$10.1K 0.95% 37
2021
Q3 		$1.79M Sell
32,975
-848
-3% -$47.6K 0.91% 35
2021
Q2 		$1.79M Buy
33,823
+3,059
+10% +$161K 0.91% 37
2021
Q1 		$1.59M Sell
30,764
-2,551
-8% -$120K 0.92% 33
2020
Q4 		$1.49M Sell
33,315
-1,068
-3% -$43.9K 0.89% 33
2020
Q3 		$1.35M Sell
34,383
-20,767
-38% -$905K 0.98% 35
2020
Q2 		$2.57M Sell
55,150
-3,961
-7% -$174K 1.99% 7
2020
Q1 		$2.32M Buy
59,111
+2,284
+4% +$100K 2.12% 7
2019
Q4 		$2.73M Buy
56,827
+5,167
+10% +$240K 2.02% 7
2019
Q3 		$2.55M Buy
51,660
+9,150
+22% +$476K 2.18% 6
2019
Q2 		$2.33M Sell
42,510
-465
-1% -$25.7K 2.34% 3
2019
Q1 		$2.32M Buy
42,975
+754
+2% +$36.6K 2.41% 3
2018
Q4 		$1.83M Buy
+42,221
New +$1.93M 2.2% 5

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
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
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

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

Fortem Financial Group increased its Cisco (CSCO) stake by 0.68% in Q2 2026, buying an estimated $14.7K and bringing the position to 20,831 shares worth $2.45M. The position accounts for 0.5% of the portfolio, ranked #55.

Fortem Financial Group first reported a position in CSCO in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.19M in Q4 2024. 1,089 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Fortem Financial Group held 20,831 shares of Cisco worth $2.45M as of Q2 2026.
  • Fortem Financial Group bought 141 Cisco shares in Q2 2026, an estimated $14.7K.
  • Cisco made up 0.5% of Fortem Financial Group's portfolio in Q2 2026, its #55 holding.
  • Fortem Financial Group first reported a position in Cisco in Q4 2018 and has held it in 30 quarters since.
  • Fortem Financial Group's Cisco position peaked at $3.19M in Q4 2024.
  • 1,089 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.