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Phoenix Wealth Advisors’s Cisco CSCO Stock Holding History

Phoenix 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 		$837K Sell
10,790
-2,506
-19% -$196K 0.33% 60
2025
Q4 		$1.02M Sell
13,296
-208
-2% -$15.4K 0.39% 54
2025
Q3 		$924K Buy
13,504
+200
+2% +$13.6K 0.36% 59
2025
Q2 		$923K Buy
13,304
+1
+0% +$61 0.39% 59
2025
Q1 		$821K Sell
13,303
-1,757
-12% -$108K 0.36% 59
2024
Q4 		$892K Sell
15,060
-215
-1% -$12.3K 0.39% 49
2024
Q3 		$813K Sell
15,275
-51,755
-77% -$2.52M 0.38% 57
2024
Q2 		$3.18M Sell
67,030
-79
-0.1% -$3.75K 1.6% 18
2024
Q1 		$3.35M Buy
67,109
+1,336
+2% +$66.7K 2.04% 15
2023
Q4 		$3.32M Sell
65,773
-431
-0.7% -$22K 2.31% 11
2023
Q3 		$3.56M Buy
66,204
+1,024
+2% +$55.2K 2.09% 8
2023
Q2 		$3.37M Sell
65,180
-813
-1% -$40K 1.96% 9
2023
Q1 		$3.45M Buy
65,993
+1,099
+2% +$53.7K 2.14% 8
2022
Q4 		$3.09M Buy
64,894
+1,946
+3% +$88.6K 1.86% 12
2022
Q3 		$2.52M Buy
62,948
+538
+0.9% +$23.9K 2.52% 11
2022
Q2 		$2.66M Buy
+62,410
New +$2.99M 2.62% 11
2022
Q1 		– Sell
-59,472
Closed -$3.77M – 103
2021
Q4 		$3.77M Buy
59,472
+2,356
+4% +$135K 2.85% 5
2021
Q3 		$3.11M Buy
57,116
+352
+0.6% +$19.8K 2.32% 7
2021
Q2 		$3.01M Sell
56,764
-278
-0.5% -$14.6K 2.17% 7
2021
Q1 		$2.96M Sell
57,042
-16,102
-22% -$756K 2.31% 7
2020
Q4 		$3.27M Buy
+73,144
New +$3.01M 2.49% 5

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

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

Phoenix Wealth Advisors reduced its Cisco (CSCO) stake by 19% in Q1 2026, selling an estimated $196K and leaving 10,790 shares worth $837K. The position accounts for 0.33% of the portfolio, ranked #60.

Phoenix Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.77M in Q4 2021. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Phoenix Wealth Advisors held 10,790 shares of Cisco worth $837K as of Q1 2026.
  • Phoenix Wealth Advisors sold 2,506 Cisco shares in Q1 2026, an estimated $196K.
  • Cisco made up 0.33% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • Phoenix Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Cisco position peaked at $3.77M in Q4 2021.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.