LifeSteps Financial’s Cisco CSCO Stock Holding History

LifeSteps Financial’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	$771K	Sell	6,567 -570	-8%	-$59.6K	0.36%	45
2026 Q1	$554K	Buy	7,137 +590	+9%	+$46.2K	0.35%	48
2025 Q4	$504K	Hold	6,547	–	–	0.32%	49
2025 Q3	$448K	Buy	6,547 +100	+2%	+$6.82K	0.29%	55
2025 Q2	$447K	Buy	6,447 +100	+2%	+$6.14K	0.31%	52
2025 Q1	$392K	Buy	6,347 +320	+5%	+$19.7K	0.32%	51
2024 Q4	$357K	Hold	6,027	–	–	0.27%	57
2024 Q3	$321K	Hold	6,027	–	–	0.25%	61
2024 Q2	$286K	Sell	6,027 -34	-0.6%	-$1.61K	0.24%	64
2024 Q1	$303K	Hold	6,061	–	–	0.23%	63
2023 Q4	$306K	Hold	6,061	–	–	0.27%	60
2023 Q3	$326K	Sell	6,061 -29	-0.5%	-$1.56K	0.33%	51
2023 Q2	$315K	Sell	6,090 -30	-0.5%	-$1.48K	0.31%	53
2023 Q1	$320K	Sell	6,120 -150	-2%	-$7.33K	0.34%	53
2022 Q4	$299K	Buy	+6,270	New	+$285K	0.31%	56

Other funds holding CSCO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

LifeSteps Financial's CSCO Position: Q2 2026 in Review

LifeSteps Financial reduced its Cisco (CSCO) stake by 8% in Q2 2026, selling an estimated $59.6K and leaving 6,567 shares worth $771K. The position accounts for 0.36% of the portfolio, ranked #45.

LifeSteps Financial first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. 1,827 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

LifeSteps Financial held 6,567 shares of Cisco worth $771K as of Q2 2026.
LifeSteps Financial sold 570 Cisco shares in Q2 2026, an estimated $59.6K.
Cisco made up 0.36% of LifeSteps Financial's portfolio in Q2 2026, its #45 holding.
LifeSteps Financial first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
1,827 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.