Novak & Powell Financial Services’s Cisco CSCO Stock Holding History

Novak & Powell Financial Services’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 Q1	$281K	Sell	3,618 -336	-8%	-$26.3K	0.15%	132
2025 Q4	$305K	Sell	3,954 -281	-7%	-$20.9K	0.16%	121
2025 Q3	$290K	Buy	4,235 +435	+11%	+$29.7K	0.15%	126
2025 Q2	$264K	Sell	3,800 -416	-10%	-$25.6K	0.18%	118
2025 Q1	$260K	Sell	4,216 -80	-2%	-$4.92K	0.16%	123
2024 Q4	$254K	Buy	4,296 +12	+0.3%	+$685	0.15%	121
2024 Q3	$228K	Buy	4,284 +12	+0.3%	+$584	0.13%	144
2024 Q2	$203K	Buy	4,272 +11	+0.3%	+$522	0.13%	144
2024 Q1	$213K	Buy	4,261 +167	+4%	+$8.33K	0.16%	131
2023 Q4	$207K	Buy	+4,094	New	+$209K	0.14%	137

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Novak & Powell Financial Services's CSCO Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Cisco (CSCO) stake by 8.5% in Q1 2026, selling an estimated $26.3K and leaving 3,618 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #132.

Novak & Powell Financial Services first reported a position in CSCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $305K in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Novak & Powell Financial Services held 3,618 shares of Cisco worth $281K as of Q1 2026.
Novak & Powell Financial Services sold 336 Cisco shares in Q1 2026, an estimated $26.3K.
Cisco made up 0.15% of Novak & Powell Financial Services's portfolio in Q1 2026, its #132 holding.
Novak & Powell Financial Services first reported a position in Cisco in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Cisco position peaked at $305K in Q4 2025.
3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.