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Jeppson Wealth Management’s Cisco CSCO Stock Holding History

Jeppson Wealth Management’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 		$5.84M Sell
54,252
-1,667
-3% -$188K 1.67% 10
2026
Q2 		$6.57M Sell
55,919
-648
-1% -$67.8K 1.94% 7
2026
Q1 		$4.39M Sell
56,567
-825
-1% -$64.6K 1.38% 14
2025
Q4 		$4.42M Sell
57,392
-445
-0.8% -$33K 1.4% 15
2025
Q3 		$3.96M Sell
57,837
-783
-1% -$53.4K 1.26% 16
2025
Q2 		$4.07M Sell
58,620
-275
-0.5% -$16.9K 1.41% 12
2025
Q1 		$3.63M Sell
58,895
-321
-0.5% -$19.8K 1.33% 15
2024
Q4 		$3.51M Sell
59,216
-636
-1% -$36.3K 1.27% 14
2024
Q3 		$3.19M Buy
59,852
+65
+0.1% +$3.16K 1.14% 16
2024
Q2 		$2.84M Sell
59,787
-161
-0.3% -$7.64K 1.08% 19
2024
Q1 		$2.99M Sell
59,948
-317
-0.5% -$15.8K 1.16% 16
2023
Q4 		$3.04M Buy
60,265
+97
+0.2% +$4.96K 1.26% 14
2023
Q3 		$3.23M Sell
60,168
-284
-0.5% -$15.3K 1.48% 11
2023
Q2 		$3.13M Sell
60,452
-304
-0.5% -$15K 1.36% 14
2023
Q1 		$3.18M Sell
60,756
-522
-0.9% -$25.5K 1.38% 12
2022
Q4 		$2.92M Buy
61,278
+1,451
+2% +$66K 1.23% 15
2022
Q3 		$2.39M Sell
59,827
-1,926
-3% -$85.4K 1.08% 17
2022
Q2 		$2.63M Buy
61,753
+3,908
+7% +$187K 1.13% 15
2022
Q1 		$3.22M Buy
57,845
+1,719
+3% +$97.3K 1.5% 12
2021
Q4 		$3.56M Sell
56,126
-441
-0.8% -$25.2K 1.72% 10
2021
Q3 		$3.08M Sell
56,567
-30
-0.1% -$1.68K 1.6% 10
2021
Q2 		$3M Sell
56,597
-178
-0.3% -$9.36K 1.64% 10
2021
Q1 		$2.94M Sell
56,775
-1,060
-2% -$49.8K 1.75% 9
2020
Q4 		$2.59M Buy
57,835
+5,545
+11% +$228K 1.72% 10
2020
Q3 		$2.06M Buy
+52,290
New +$2.28M 1.61% 8

Other funds holding CSCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Jeppson Wealth Management's CSCO Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Cisco (CSCO) stake by 3% in Q3 2026, selling an estimated $188K and leaving 54,252 shares worth $5.84M. The position accounts for 1.67% of the portfolio, ranked #10.

Jeppson Wealth Management first reported a position in CSCO in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.57M in Q2 2026. 985 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Jeppson Wealth Management held 54,252 shares of Cisco worth $5.84M as of Q3 2026.
  • Jeppson Wealth Management sold 1,667 Cisco shares in Q3 2026, an estimated $188K.
  • Cisco made up 1.67% of Jeppson Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Jeppson Wealth Management first reported a position in Cisco in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Cisco position peaked at $6.57M in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

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