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Outlook Wealth Advisors’s Cisco CSCO Stock Holding History

Outlook 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
Q1 		$1.2M Sell
15,506
-306
-2% -$24K 0.29% 73
2025
Q4 		$1.22M Sell
15,812
-426
-3% -$31.6K 0.28% 72
2025
Q3 		$1.11M Buy
16,238
+3,867
+31% +$264K 0.28% 74
2025
Q2 		$858K Buy
12,371
+20
+0.2% +$1.23K 0.22% 92
2025
Q1 		$762K Sell
12,351
-720
-6% -$44.3K 0.21% 96
2024
Q4 		$774K Buy
+13,071
New +$747K 0.22% 96
2024
Q2 		– Sell
-15,055
Closed -$751K – 260
2024
Q1 		$751K Sell
15,055
-1,162
-7% -$58K 0.23% 90
2023
Q4 		$819K Sell
16,217
-3,466
-18% -$177K 0.29% 71
2023
Q3 		$1.06M Buy
19,683
+450
+2% +$24.3K 0.4% 54
2023
Q2 		$995K Buy
19,233
+2,018
+12% +$99.3K 0.38% 60
2023
Q1 		$900K Sell
17,215
-610
-3% -$29.8K 0.4% 58
2022
Q4 		$849K Buy
17,825
+473
+3% +$21.5K 0.4% 61
2022
Q3 		$695K Buy
17,352
+99
+0.6% +$4.39K 0.31% 77
2022
Q2 		$735K Buy
17,253
+235
+1% +$11.2K 0.3% 87
2022
Q1 		$948K Sell
17,018
-99
-0.6% -$5.6K 0.32% 73
2021
Q4 		$1.08M Buy
+17,117
New +$978K 0.32% 67
2020
Q4 		– Sell
-15,891
Closed -$626K – 184
2020
Q3 		$626K Buy
15,891
+1,266
+9% +$55.2K 0.25% 88
2020
Q2 		$682K Sell
14,625
-134
-0.9% -$5.88K 0.29% 75
2020
Q1 		$580K Buy
14,759
+4,486
+44% +$197K 0.33% 66
2019
Q4 		$491K Sell
10,273
-138
-1% -$6.41K 0.28% 63
2019
Q3 		$514K Buy
10,411
+465
+5% +$24.2K 0.31% 71
2019
Q2 		$544K Buy
9,946
+981
+11% +$54.2K 0.36% 69
2019
Q1 		$484K Buy
8,965
+6,895
+333% +$335K 0.4% 68
2018
Q4 		$897K Buy
+2,070
New +$94.7K 0.41% 59

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Outlook Wealth Advisors's CSCO Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Cisco (CSCO) stake by 1.9% in Q1 2026, selling an estimated $24K and leaving 15,506 shares worth $1.2M. The position accounts for 0.29% of the portfolio, ranked #73.

Outlook Wealth Advisors first reported a position in CSCO in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.22M in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Outlook Wealth Advisors held 15,506 shares of Cisco worth $1.2M as of Q1 2026.
  • Outlook Wealth Advisors sold 306 Cisco shares in Q1 2026, an estimated $24K.
  • Cisco made up 0.29% of Outlook Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • Outlook Wealth Advisors first reported a position in Cisco in Q4 2018 and has held it in 24 quarters since.
  • Outlook Wealth Advisors's Cisco position peaked at $1.22M in Q4 2025.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.