Instrumental Wealth’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$270K Buy
2,507
+32
+1% +$3.6K 0.13% 66
2026
Q2
$291K Buy
+2,475
New +$259K 0.15% 63

Other funds holding CSCO

Instrumental Wealth's CSCO Position: Q3 2026 in Review

Instrumental Wealth increased its Cisco (CSCO) stake by 1.3% in Q3 2026, buying an estimated $3.6K and bringing the position to 2,507 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #66.

Instrumental Wealth first reported a position in CSCO in Q2 2026 and has held it in 2 quarters since. The position peaked at $291K in Q2 2026. 1,144 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Instrumental Wealth held 2,507 shares of Cisco worth $270K as of Q3 2026.
  • Instrumental Wealth bought 32 Cisco shares in Q3 2026, an estimated $3.6K.
  • Cisco made up 0.13% of Instrumental Wealth's portfolio in Q3 2026, its #66 holding.
  • Instrumental Wealth first reported a position in Cisco in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's Cisco position peaked at $291K in Q2 2026.
  • 1,144 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.