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Martel Wealth Advisors’s Cisco CSCO Stock Holding History

Martel 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 		– Sell
-5,158
Closed -$400K – 66
2026
Q1 		$400K Sell
5,158
-200
-4% -$15.7K 0.07% 52
2025
Q4 		$413K Hold
5,358
– – 0.07% 49
2025
Q3 		$367K Buy
5,358
+200
+4% +$13.6K 0.06% 51
2025
Q2 		$358K Hold
5,158
– – 0.07% 52
2025
Q1 		$318K Hold
5,158
– – 0.06% 52
2024
Q4 		$305K Buy
+5,158
New +$295K 0.06% 56

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Martel Wealth Advisors sold out of Cisco (CSCO) in Q2 2026, closing a stake of 5,158 shares — an estimated $400K sold.

Martel Wealth Advisors first reported a position in CSCO in Q4 2024 and held it in 6 quarters. The position peaked at $413K in Q4 2025. 750 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Martel Wealth Advisors reported no remaining Cisco position as of Q2 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 5,158 Cisco shares in Q2 2026, an estimated $400K.
  • Martel Wealth Advisors first reported a position in Cisco in Q4 2024 and held it in 6 quarters.
  • Martel Wealth Advisors's Cisco position peaked at $413K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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