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Kingswood Wealth Advisors’s Cisco CSCO Stock Holding History

Kingswood 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 		$6.67M Buy
56,818
+131
+0.2% +$13.7K 0.27% 80
2026
Q1 		$4.4M Sell
56,687
-2,096
-4% -$164K 0.21% 114
2025
Q4 		$4.53M Buy
58,783
+10,060
+21% +$746K 0.22% 102
2025
Q3 		$3.33M Buy
48,723
+13,748
+39% +$937K 0.2% 121
2025
Q2 		$2.43M Sell
34,975
-4,933
-12% -$303K 0.19% 115
2025
Q1 		$2.46M Sell
39,908
-2,827
-7% -$174K 0.23% 105
2024
Q4 		$2.53M Sell
42,735
-17,211
-29% -$983K 0.19% 119
2024
Q3 		$3.19M Buy
59,946
+17,836
+42% +$867K 0.23% 106
2024
Q2 		$2M Sell
42,110
-5,423
-11% -$257K 0.18% 117
2024
Q1 		$2.37M Sell
47,533
-2,496
-5% -$125K 0.27% 82
2023
Q4 		$2.53M Buy
50,029
+20,265
+68% +$1.04M 0.29% 73
2023
Q3 		$3.23M Sell
29,764
-2,215,510
-99% -$120M 0.55% 41
2023
Q2 		$2.25M Buy
+2,245,274
New +$110M 0.72% 34

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Kingswood Wealth Advisors increased its Cisco (CSCO) stake by 0.23% in Q2 2026, buying an estimated $13.7K and bringing the position to 56,818 shares worth $6.67M. The position accounts for 0.27% of the portfolio, ranked #80.

Kingswood Wealth Advisors first reported a position in CSCO in Q2 2023 and has held it in 13 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Kingswood Wealth Advisors held 56,818 shares of Cisco worth $6.67M as of Q2 2026.
  • Kingswood Wealth Advisors bought 131 Cisco shares in Q2 2026, an estimated $13.7K.
  • Cisco made up 0.27% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Kingswood Wealth Advisors first reported a position in Cisco in Q2 2023 and has held it in 13 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.