Great Point Wealth Advisors’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
$247K Buy
+2,105
New +$220K 0.04% 65
2025
Q1
$203K Sell
3,296
-255
-7% -$15.7K 0.04% 56
2024
Q4
$210K Buy
+3,551
New +$203K 0.05% 57

Other funds holding CSCO

Great Point Wealth Advisors's CSCO Position: Q2 2026 in Review

Great Point Wealth Advisors opened a new position in Cisco (CSCO) in Q2 2026: 2,105 shares worth $247K. The stake represents 0.04% of the portfolio and ranks #65 among its holdings. This is a return to the name: Great Point Wealth Advisors previously reported a position in CSCO as recently as Q1 2025.

Great Point Wealth Advisors first reported a position in CSCO in Q4 2024 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Great Point Wealth Advisors held 2,105 shares of Cisco worth $247K as of Q2 2026.
  • Cisco was a new Great Point Wealth Advisors position in Q2 2026.
  • Cisco made up 0.04% of Great Point Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Great Point Wealth Advisors first reported a position in Cisco in Q4 2024 and has held it in 3 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.