IVC Wealth Advisors
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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
Q3 		$1.68M Sell
15,601
-1,473
-9% -$166K 0.67% 29
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% +$34.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

IVC Wealth Advisors's CSCO Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Cisco (CSCO) stake by 8.6% in Q3 2026, selling an estimated $166K and leaving 15,601 shares worth $1.68M. The position accounts for 0.67% of the portfolio, ranked #29.

IVC Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q2 2026. 2,793 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • IVC Wealth Advisors held 15,601 shares of Cisco worth $1.68M as of Q3 2026.
  • IVC Wealth Advisors sold 1,473 Cisco shares in Q3 2026, an estimated $166K.
  • Cisco made up 0.67% of IVC Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • IVC Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Cisco position peaked at $2.01M in Q2 2026.
  • 2,793 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.