Kellett Wealth Advisors
CSCO icon

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
Q3 		$403K Sell
3,740
-247
-6% -$27.8K 0.15% 68
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% -$10K 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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Kellett Wealth Advisors reduced its Cisco (CSCO) stake by 6.2% in Q3 2026, selling an estimated $27.8K and leaving 3,740 shares worth $403K. The position accounts for 0.15% of the portfolio, ranked #68.

Kellett Wealth Advisors first reported a position in CSCO in Q4 2021 and has held it in 16 quarters since. The position peaked at $468K in Q2 2026. 1,572 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Kellett Wealth Advisors held 3,740 shares of Cisco worth $403K as of Q3 2026.
  • Kellett Wealth Advisors sold 247 Cisco shares in Q3 2026, an estimated $27.8K.
  • Cisco made up 0.15% of Kellett Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Kellett Wealth Advisors first reported a position in Cisco in Q4 2021 and has held it in 16 quarters since.
  • Kellett Wealth Advisors's Cisco position peaked at $468K in Q2 2026.
  • 1,572 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.