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Insight Wealth Strategies’s Cisco CSCO Stock Holding History

Insight Wealth Strategies’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 		$261K Sell
2,428
-187
-7% -$21.1K 0.03% 174
2026
Q2 		$306K Buy
+2,615
New +$273K 0.03% 153
2025
Q3 		– Sell
-3,123
Closed -$216K – 175
2025
Q2 		$216K Buy
+3,123
New +$192K 0.03% 166
2024
Q2 		– Sell
-4,021
Closed -$201K – 160
2024
Q1 		$201K Sell
4,021
-37
-0.9% -$1.85K 0.03% 158
2023
Q4 		$205K Buy
+4,058
New +$207K 0.03% 149
2022
Q1 		– Sell
-3,308
Closed -$210K – 159
2021
Q4 		$210K Buy
+3,308
New +$189K 0.03% 148
2021
Q2 		– Sell
-11,668
Closed -$603K – 197
2021
Q1 		$603K Sell
11,668
-40
-0.3% -$1.88K 0.08% 134
2020
Q4 		$524K Sell
11,708
-51
-0.4% -$2.1K 0.09% 113
2020
Q3 		$463K Buy
11,759
+147
+1% +$6.41K 0.09% 107
2020
Q2 		$542K Buy
11,612
+6,401
+123% +$281K 0.12% 80
2020
Q1 		$205K Sell
5,211
-7,840
-60% -$344K 0.05% 143
2019
Q4 		$626K Sell
13,051
-8,287
-39% -$385K 0.13% 103
2019
Q3 		$1.05M Buy
21,338
+1,478
+7% +$76.8K 0.25% 66
2019
Q2 		$1.09M Buy
19,860
+67
+0.3% +$3.7K 0.27% 60
2019
Q1 		$1.07M Buy
19,793
+428
+2% +$20.8K 0.3% 59
2018
Q4 		$839K Buy
+19,365
New +$886K 0.26% 60

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Insight Wealth Strategies's CSCO Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Cisco (CSCO) stake by 7.2% in Q3 2026, selling an estimated $21.1K and leaving 2,428 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #174.

Insight Wealth Strategies first reported a position in CSCO in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.09M in Q2 2019. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Insight Wealth Strategies held 2,428 shares of Cisco worth $261K as of Q3 2026.
  • Insight Wealth Strategies sold 187 Cisco shares in Q3 2026, an estimated $21.1K.
  • Cisco made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #174 holding.
  • Insight Wealth Strategies first reported a position in Cisco in Q4 2018 and has held it in 16 quarters since.
  • Insight Wealth Strategies's Cisco position peaked at $1.09M in Q2 2019.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.