Outlook Wealth Advisors
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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
Q3 		$1.57M Sell
14,551
-783
-5% -$88.2K 0.33% 68
2026
Q2 		$1.8M Sell
15,334
-172
-1% -$18K 0.39% 58
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 Sell
8,965
-11,735
-57% -$570K 0.4% 68
2018
Q4 		$897K Buy
+20,700
New +$947K 0.41% 59

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Outlook Wealth Advisors's CSCO Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its Cisco (CSCO) stake by 5.1% in Q3 2026, selling an estimated $88.2K and leaving 14,551 shares worth $1.57M. The position accounts for 0.33% of the portfolio, ranked #68.

Outlook Wealth Advisors first reported a position in CSCO in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.8M in Q2 2026. 2,516 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Outlook Wealth Advisors held 14,551 shares of Cisco worth $1.57M as of Q3 2026.
  • Outlook Wealth Advisors sold 783 Cisco shares in Q3 2026, an estimated $88.2K.
  • Cisco made up 0.33% of Outlook Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Outlook Wealth Advisors first reported a position in Cisco in Q4 2018 and has held it in 26 quarters since.
  • Outlook Wealth Advisors's Cisco position peaked at $1.8M in Q2 2026.
  • 2,516 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.