Fulcrum Wealth Advisors’s Cisco CSCO Stock Holding History

Fulcrum 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	$696K	Sell	5,923 -457	-7%	-$47.8K	0.53%	37
2026 Q1	$495K	Hold	6,380	–	–	0.41%	35
2025 Q4	$491K	Buy	+6,380	New	+$473K	0.4%	36

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fulcrum Wealth Advisors's CSCO Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its Cisco (CSCO) stake by 7.2% in Q2 2026, selling an estimated $47.8K and leaving 5,923 shares worth $696K. The position accounts for 0.53% of the portfolio, ranked #37.

Fulcrum Wealth Advisors first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,054 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Fulcrum Wealth Advisors held 5,923 shares of Cisco worth $696K as of Q2 2026.
Fulcrum Wealth Advisors sold 457 Cisco shares in Q2 2026, an estimated $47.8K.
Cisco made up 0.53% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Fulcrum Wealth Advisors first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
4,054 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.