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Marshall & Sterling Wealth Advisors’s Cisco CSCO Stock Holding History

Marshall & Sterling 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 		$30.3K Hold
258
– – 0.02% 186
2026
Q1 		$20K Hold
258
– – 0.01% 199
2025
Q4 		$19.9K Sell
258
-154
-37% -$11.4K 0.01% 194
2025
Q3 		$28.2K Buy
412
+2
+0.5% +$136 0.02% 239
2025
Q2 		$28.4K Hold
410
– – 0.02% 227
2025
Q1 		$25.3K Buy
410
+202
+97% +$12.4K 0.02% 235
2024
Q4 		$12.3K Buy
+208
New +$11.9K 0.01% 221

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CSCO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Cisco (CSCO) position steady in Q2 2026 at 258 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #186.

Marshall & Sterling Wealth Advisors first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. 1,089 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 258 shares of Cisco worth $30.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.