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Intergy Private Wealth’s Cisco CSCO Stock Holding History

Intergy Private Wealth’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 		$580K Sell
4,935
-312
-6% -$32.6K 0.13% 68
2026
Q1 		$407K Sell
5,247
-631
-11% -$49.4K 0.12% 76
2025
Q4 		$453K Sell
5,878
-148
-2% -$11K 0.14% 67
2025
Q3 		$412K Sell
6,026
-70
-1% -$4.77K 0.13% 74
2025
Q2 		$423K Buy
6,096
+745
+14% +$45.8K 0.14% 68
2025
Q1 		$330K Sell
5,351
-82
-2% -$5.05K 0.13% 71
2024
Q4 		$322K Buy
5,433
+886
+19% +$50.6K 0.12% 70
2024
Q3 		$242K Buy
4,547
+109
+2% +$5.3K 0.09% 77
2024
Q2 		$211K Buy
+4,438
New +$211K 0.09% 76
2023
Q4 		– Sell
-4,054
Closed -$218K – 74
2023
Q3 		$218K Buy
+4,054
New +$219K 0.11% 70

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

Intergy Private Wealth's CSCO Position: Q2 2026 in Review

Intergy Private Wealth reduced its Cisco (CSCO) stake by 5.9% in Q2 2026, selling an estimated $32.6K and leaving 4,935 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #68.

Intergy Private Wealth first reported a position in CSCO in Q3 2023 and has held it in 10 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Intergy Private Wealth held 4,935 shares of Cisco worth $580K as of Q2 2026.
  • Intergy Private Wealth sold 312 Cisco shares in Q2 2026, an estimated $32.6K.
  • Cisco made up 0.13% of Intergy Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Intergy Private Wealth first reported a position in Cisco in Q3 2023 and has held it in 10 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.