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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
Q2 		$1.29M Buy
10,985
+195
+2% +$20.4K 0.44% 49
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phoenix Wealth Advisors's CSCO Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Cisco (CSCO) stake by 1.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 10,985 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #49.

Phoenix Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.77M in Q4 2021. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Phoenix Wealth Advisors held 10,985 shares of Cisco worth $1.29M as of Q2 2026.
  • Phoenix Wealth Advisors bought 195 Cisco shares in Q2 2026, an estimated $20.4K.
  • Cisco made up 0.44% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Phoenix Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Cisco position peaked at $3.77M in Q4 2021.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.