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IBEX Wealth Advisors’s Cisco CSCO Stock Holding History

IBEX 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 		$8.02M Buy
68,302
+3,602
+6% +$377K 0.63% 53
2026
Q1 		$5.02M Buy
+64,700
New +$5.06M 0.47% 69
2024
Q3 		– Sell
-2,009
Closed -$95.4K – 113
2024
Q2 		$95.4K Buy
+2,009
New +$95.4K 0.01% 148
2021
Q4 		– Sell
-2,056
Closed -$112K – 236
2021
Q3 		$112K Buy
+2,056
New +$115K 0.02% 221
2021
Q1 		– Sell
-78,157
Closed -$3.5M – 117
2020
Q4 		$3.5M Buy
78,157
+4,855
+7% +$200K 0.91% 48
2020
Q3 		$2.89M Sell
73,302
-1,034
-1% -$45.1K 0.84% 53
2020
Q2 		$3.47M Buy
+74,336
New +$3.26M 1.11% 36
2020
Q1 		– Sell
-101,409
Closed -$4.86M – 97
2019
Q4 		$4.86M Buy
101,409
+6,156
+6% +$286K 1.49% 18
2019
Q3 		$4.71M Sell
95,253
-34,291
-26% -$1.78M 1.56% 16
2019
Q2 		$7.09M Buy
129,544
+833
+0.6% +$46K 2.05% 4
2019
Q1 		$6.95M Buy
128,711
+4,363
+4% +$212K 2.44% 4
2018
Q4 		$5.39M Buy
124,348
+447
+0.4% +$20.5K 2.46% 5
2018
Q3 		$6.05M Buy
123,901
+1,805
+1% +$81.2K 2.17% 8
2018
Q2 		$5.01M Hold
122,096
– – 2% 11
2018
Q1 		$5.01M Buy
122,096
+33,434
+38% +$1.42M 2.03% 11
2017
Q4 		$3.54M Buy
88,662
+2,687
+3% +$96K 1.57% 29
2017
Q3 		$2.9M Sell
85,975
-11,494
-12% -$366K 1.08% 37
2017
Q2 		$3.02M Buy
97,469
+6,506
+7% +$212K 1.19% 33
2017
Q1 		$3M Buy
90,963
+81,557
+867% +$2.64M 1.85% 23
2016
Q4 		$283K Sell
9,406
-2,262
-19% -$69K 0.14% 101
2016
Q3 		$371K Buy
+11,668
New +$359K 0.2% 92

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

IBEX Wealth Advisors increased its Cisco (CSCO) stake by 5.6% in Q2 2026, buying an estimated $377K and bringing the position to 68,302 shares worth $8.02M. The position accounts for 0.63% of the portfolio, ranked #53.

IBEX Wealth Advisors first reported a position in CSCO in Q3 2016 and has held it in 21 quarters since. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • IBEX Wealth Advisors held 68,302 shares of Cisco worth $8.02M as of Q2 2026.
  • IBEX Wealth Advisors bought 3,602 Cisco shares in Q2 2026, an estimated $377K.
  • Cisco made up 0.63% of IBEX Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • IBEX Wealth Advisors first reported a position in Cisco in Q3 2016 and has held it in 21 quarters since.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.