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Live Oak Private Wealth’s Cisco CSCO Stock Holding History

Live Oak Private Wealth’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 		$15.8M Sell
134,418
-8,540
-6% -$893K 1.97% 10
2026
Q1 		$11.1M Sell
142,958
-3,773
-3% -$295K 1.55% 20
2025
Q4 		$11.3M Sell
146,731
-618
-0.4% -$45.9K 1.54% 18
2025
Q3 		$10.1M Buy
147,349
+2,793
+2% +$190K 1.4% 23
2025
Q2 		$10M Buy
144,556
+2,031
+1% +$125K 1.5% 21
2025
Q1 		$8.8M Buy
142,525
+725
+0.5% +$44.6K 1.43% 23
2024
Q4 		$8.39M Sell
141,800
-967
-0.7% -$55.2K 1.41% 25
2024
Q3 		$7.6M Sell
142,767
-3,106
-2% -$151K 1.23% 29
2024
Q2 		$6.93M Buy
145,873
+432
+0.3% +$20.5K 1.19% 30
2024
Q1 		$7.26M Sell
145,441
-1,353
-0.9% -$67.5K 1.26% 27
2023
Q4 		$7.42M Buy
146,794
+911
+0.6% +$46.5K 1.39% 28
2023
Q3 		$7.84M Sell
145,883
-879
-0.6% -$47.4K 1.67% 19
2023
Q2 		$7.59M Buy
146,762
+1,542
+1% +$75.8K 1.51% 25
2023
Q1 		$7.59M Buy
145,220
+296
+0.2% +$14.5K 1.57% 21
2022
Q4 		$6.9M Buy
144,924
+722
+0.5% +$32.9K 1.43% 27
2022
Q3 		$5.77M Buy
144,202
+1,660
+1% +$73.6K 1.29% 31
2022
Q2 		$6.08M Buy
142,542
+6,604
+5% +$316K 1.28% 26
2022
Q1 		$7.58M Buy
135,938
+8,381
+7% +$474K 1.47% 18
2021
Q4 		$8.08M Sell
127,557
-20,329
-14% -$1.16M 1.51% 17
2021
Q3 		$8.05M Buy
147,886
+6,135
+4% +$344K 1.63% 14
2021
Q2 		$7.51M Buy
141,751
+7,252
+5% +$381K 1.66% 15
2021
Q1 		$6.96M Buy
134,499
+9,018
+7% +$423K 1.71% 15
2020
Q4 		$5.62M Buy
125,481
+8,287
+7% +$341K 1.57% 23
2020
Q3 		$4.62M Buy
117,194
+5,478
+5% +$239K 1.59% 27
2020
Q2 		$5.21M Buy
111,716
+93,350
+508% +$4.09M 1.89% 13
2020
Q1 		$722K Buy
18,366
+10,358
+129% +$454K 0.74% 32
2019
Q4 		$384K Buy
+8,008
New +$372K 0.37% 50

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

Live Oak Private Wealth's CSCO Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Cisco (CSCO) stake by 6% in Q2 2026, selling an estimated $893K and leaving 134,418 shares worth $15.8M. The position accounts for 1.97% of the portfolio, ranked #10.

Live Oak Private Wealth first reported a position in CSCO in Q4 2019 and has held it in 27 quarters since. 4,072 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Live Oak Private Wealth held 134,418 shares of Cisco worth $15.8M as of Q2 2026.
  • Live Oak Private Wealth sold 8,540 Cisco shares in Q2 2026, an estimated $893K.
  • Cisco made up 1.97% of Live Oak Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Live Oak Private Wealth first reported a position in Cisco in Q4 2019 and has held it in 27 quarters since.
  • 4,072 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.