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Foundation Wealth Management (Pennsylvania)’s Cisco CSCO Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$547K Buy
4,658
+632
+16% +$66.1K 0.17% 59
2026
Q1 		$312K Buy
4,026
+176
+5% +$13.8K 0.11% 72
2025
Q4 		$297K Buy
3,850
+46
+1% +$3.41K 0.11% 75
2025
Q3 		$260K Hold
3,804
– – 0.1% 79
2025
Q2 		$264K Sell
3,804
-225
-6% -$13.8K 0.11% 77
2025
Q1 		$249K Buy
+4,029
New +$248K 0.12% 76

Other funds holding CSCO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s CSCO Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Cisco (CSCO) stake by 16% in Q2 2026, buying an estimated $66.1K and bringing the position to 4,658 shares worth $547K. The position accounts for 0.17% of the portfolio, ranked #59.

Foundation Wealth Management (Pennsylvania) first reported a position in CSCO in Q1 2025 and has held it in 6 quarters since. 2,250 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 4,658 shares of Cisco worth $547K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 632 Cisco shares in Q2 2026, an estimated $66.1K.
  • Cisco made up 0.17% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #59 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Cisco in Q1 2025 and has held it in 6 quarters since.
  • 2,250 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.