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IVC Wealth Advisors’s Cisco CSCO Stock Holding History

IVC 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 		$2.01M Sell
17,074
-203
-1% -$21.2K 0.78% 25
2026
Q1 		$1.34M Buy
17,277
+31
+0.2% +$2.43K 0.58% 31
2025
Q4 		$1.33M Buy
17,246
+55
+0.3% +$4.08K 0.58% 31
2025
Q3 		$1.18M Buy
17,191
+584
+4% +$39.8K 0.53% 37
2025
Q2 		$1.15M Sell
16,607
-213
-1% -$13.1K 0.56% 38
2025
Q1 		$1.04M Sell
16,820
-103
-0.6% -$6.34K 0.56% 40
2024
Q4 		$1M Sell
16,923
-1,200
-7% -$68.5K 0.56% 38
2024
Q3 		$965K Sell
18,123
-1,479
-8% -$71.9K 0.53% 45
2024
Q2 		$931K Buy
19,602
+1,114
+6% +$52.9K 0.52% 48
2024
Q1 		$923K Buy
18,488
+494
+3% +$24.6K 0.53% 47
2023
Q4 		$909K Sell
17,994
-215
-1% -$11K 0.57% 46
2023
Q3 		$979K Sell
18,209
-145
-0.8% -$7.82K 0.65% 38
2023
Q2 		$950K Buy
18,354
+129
+0.7% +$6.34K 0.6% 43
2023
Q1 		$953K Sell
18,225
-718
-4% -$35.1K 0.68% 36
2022
Q4 		$902K Buy
18,943
+417
+2% +$19K 0.66% 45
2022
Q3 		$741K Buy
18,526
+772
+4% +$34.3K 0.6% 46
2022
Q2 		$757K Buy
17,754
+733
+4% +$35.1K 0.59% 47
2022
Q1 		$949K Buy
17,021
+1,251
+8% +$70.8K 0.62% 41
2021
Q4 		$999K Buy
15,770
+400
+3% +$22.9K 0.64% 42
2021
Q3 		$837K Hold
15,370
– – 0.58% 46
2021
Q2 		$815K Buy
15,370
+875
+6% +$46K 0.57% 49
2021
Q1 		$750K Buy
14,495
+2,135
+17% +$100K 0.59% 47
2020
Q4 		$553K Buy
+12,360
New +$508K 0.53% 53

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Cisco (CSCO) stake by 1.2% in Q2 2026, selling an estimated $21.2K and leaving 17,074 shares worth $2.01M. The position accounts for 0.78% of the portfolio, ranked #25.

IVC Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. 1,115 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • IVC Wealth Advisors held 17,074 shares of Cisco worth $2.01M as of Q2 2026.
  • IVC Wealth Advisors sold 203 Cisco shares in Q2 2026, an estimated $21.2K.
  • Cisco made up 0.78% of IVC Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • IVC Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.