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Holistic Financial Partners’s Cisco CSCO Stock Holding History

Holistic Financial Partners’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 		– Sell
-3,293
Closed -$256K – 128
2026
Q1 		$256K Sell
3,293
-277
-8% -$21.7K 0.1% 120
2025
Q4 		$275K Buy
3,570
+61
+2% +$4.53K 0.1% 104
2025
Q3 		$240K Sell
3,509
-405
-10% -$27.6K 0.1% 123
2025
Q2 		$272K Buy
+3,914
New +$241K 0.12% 97
2023
Q3 		– Sell
-6,482
Closed -$335K – 109
2023
Q2 		$335K Sell
6,482
-824
-11% -$40.5K 0.23% 60
2023
Q1 		$382K Buy
7,306
+1,037
+17% +$50.6K 0.3% 53
2022
Q4 		$299K Buy
+6,269
New +$285K 0.27% 63
2022
Q3 		– Sell
-4,798
Closed -$205K – 91
2022
Q2 		$205K Sell
4,798
-3,809
-44% -$182K 0.19% 85
2022
Q1 		$480K Buy
8,607
+558
+7% +$31.6K 0.31% 43
2021
Q4 		$510K Sell
8,049
-132
-2% -$7.54K 0.3% 45
2021
Q3 		$445K Sell
8,181
-312
-4% -$17.5K 0.27% 50
2021
Q2 		$450K Buy
8,493
+964
+13% +$50.7K 0.27% 54
2021
Q1 		$389K Buy
7,529
+122
+2% +$5.73K 0.26% 55
2020
Q4 		$331K Buy
7,407
+788
+12% +$32.4K 0.23% 61
2020
Q3 		$262K Buy
6,619
+501
+8% +$21.8K 0.21% 64
2020
Q2 		$285K Buy
6,118
+47
+0.8% +$2.06K 0.25% 47
2020
Q1 		$239K Sell
6,071
-360
-6% -$15.8K 0.25% 52
2019
Q4 		$308K Sell
6,431
-291
-4% -$13.5K 0.18% 71
2019
Q3 		$330K Buy
6,722
+47
+0.7% +$2.44K 0.29% 49
2019
Q2 		$365K Sell
6,675
-380
-5% -$21K 0.36% 36
2019
Q1 		$381K Buy
7,055
+257
+4% +$12.5K 0.16% 69
2018
Q4 		$295K Sell
6,798
-1,005
-13% -$46K 0.31% 41
2018
Q3 		$380K Buy
+7,803
New +$351K 0.35% 35
2018
Q2 		– Sell
-7,772
Closed -$333K – 103
2018
Q1 		$333K Sell
7,772
-1,124
-13% -$47.7K 0.28% 35
2017
Q4 		$341K Buy
+8,896
New +$318K 0.28% 38

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Holistic Financial Partners's CSCO Position: Q2 2026 in Review

Holistic Financial Partners sold out of Cisco (CSCO) in Q2 2026, closing a stake of 3,293 shares — an estimated $256K sold.

Holistic Financial Partners first reported a position in CSCO in Q4 2017 and held it in 25 quarters. The position peaked at $510K in Q4 2021. 1,448 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Holistic Financial Partners reported no remaining Cisco position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 3,293 Cisco shares in Q2 2026, an estimated $256K.
  • Holistic Financial Partners first reported a position in Cisco in Q4 2017 and held it in 25 quarters.
  • Holistic Financial Partners's Cisco position peaked at $510K in Q4 2021.
  • 1,448 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.