Holistic Financial Partners’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 | – | 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
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. 4,083 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.
- 4,083 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.