Helen Stephens Group
CSCO icon

Helen Stephens Group’s Cisco CSCO Stock Holding History

Helen Stephens 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
Q3 		– Sell
-3,293
Closed -$387K – 136
2026
Q2 		$387K Buy
3,293
+73
+2% +$7.63K 0.07% 100
2026
Q1 		$250K Buy
3,220
+390
+14% +$30.5K 0.05% 106
2025
Q4 		$218K Sell
2,830
-316
-10% -$23.4K 0.05% 113
2025
Q3 		$215K Buy
+3,146
New +$214K 0.05% 105

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Helen Stephens Group's CSCO Position: Q3 2026 in Review

Helen Stephens Group sold out of Cisco (CSCO) in Q3 2026, closing a stake of 3,293 shares — an estimated $387K sold.

Helen Stephens Group first reported a position in CSCO in Q3 2025 and held it in 4 quarters. The position peaked at $387K in Q2 2026. 2,852 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Helen Stephens Group reported no remaining Cisco position as of Q3 2026 after selling out during the quarter.
  • Helen Stephens Group sold 3,293 Cisco shares in Q3 2026, an estimated $387K.
  • Helen Stephens Group first reported a position in Cisco in Q3 2025 and held it in 4 quarters.
  • Helen Stephens Group's Cisco position peaked at $387K in Q2 2026.
  • 2,852 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.