Summit Wealth Group, LLC/OK’s Cisco CSCO Stock Holding History

Summit Wealth Group, LLC/OK’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 Q3	–	Sell	-2,225	Closed	-$261K	–	55
2026 Q2	$261K	Buy	+2,225	New	+$233K	0.34%	54

Other funds holding CSCO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Summit Wealth Group, LLC/OK's CSCO Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of Cisco (CSCO) in Q3 2026, closing a stake of 2,225 shares — an estimated $261K sold.

Summit Wealth Group, LLC/OK first reported a position in CSCO in Q2 2026 and held it in 1 quarter. The position peaked at $261K in Q2 2026. 2,682 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Summit Wealth Group, LLC/OK reported no remaining Cisco position as of Q3 2026 after selling out during the quarter.
Summit Wealth Group, LLC/OK sold 2,225 Cisco shares in Q3 2026, an estimated $261K.
Summit Wealth Group, LLC/OK first reported a position in Cisco in Q2 2026 and held it in 1 quarter.
Summit Wealth Group, LLC/OK's Cisco position peaked at $261K in Q2 2026.
2,682 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.