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Kellett Wealth Advisors’s Cisco CSCO Stock Holding History

Kellett 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 		$468K Buy
3,987
+111
+3% +$11.6K 0.22% 55
2026
Q1 		$301K Sell
3,876
-64
-2% -$5.01K 0.16% 62
2025
Q4 		$303K Buy
3,940
+213
+6% +$15.8K 0.17% 60
2025
Q3 		$255K Sell
3,727
-520
-12% -$35.4K 0.15% 65
2025
Q2 		$295K Buy
4,247
+761
+22% +$46.8K 0.19% 51
2025
Q1 		$215K Hold
3,486
– – 0.15% 67
2024
Q4 		$206K Sell
3,486
-415
-11% -$23.7K 0.14% 69
2024
Q3 		$208K Buy
+3,901
New +$190K 0.15% 67
2024
Q2 		– Sell
-4,212
Closed -$210K – 73
2024
Q1 		$210K Sell
4,212
-200
-5% -$9.98K 0.15% 80
2023
Q4 		$223K Sell
4,412
-100
-2% -$5.11K 0.17% 72
2023
Q3 		$243K Buy
4,512
+500
+12% +$27K 0.21% 55
2023
Q2 		$208K Hold
4,012
– – 0.19% 55
2023
Q1 		$210K Buy
+4,012
New +$196K 0.2% 50
2022
Q2 		– Sell
-4,366
Closed -$243K – 59
2022
Q1 		$243K Buy
4,366
+2
+0% +$113 0.19% 53
2021
Q4 		$277K Buy
+4,364
New +$249K 0.21% 52

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Kellett Wealth Advisors increased its Cisco (CSCO) stake by 2.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,987 shares worth $468K. The position accounts for 0.22% of the portfolio, ranked #55.

Kellett Wealth Advisors first reported a position in CSCO in Q4 2021 and has held it in 15 quarters since. 1,519 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Kellett Wealth Advisors held 3,987 shares of Cisco worth $468K as of Q2 2026.
  • Kellett Wealth Advisors bought 111 Cisco shares in Q2 2026, an estimated $11.6K.
  • Cisco made up 0.22% of Kellett Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Kellett Wealth Advisors first reported a position in Cisco in Q4 2021 and has held it in 15 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.