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Physician Wealth Advisors’s Cisco CSCO Stock Holding History

Physician 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 		$867K Buy
7,378
+390
+6% +$40.8K 0.1% 88
2026
Q1 		$542K Buy
6,988
+3,626
+108% +$284K 0.08% 103
2025
Q4 		$259K Buy
3,362
+779
+30% +$57.8K 0.04% 158
2025
Q3 		$177K Sell
2,583
-621
-19% -$42.3K 0.03% 209
2025
Q2 		$222K Buy
3,204
+56
+2% +$3.44K 0.03% 168
2025
Q1 		$194K Buy
3,148
+84
+3% +$5.17K 0.03% 183
2024
Q4 		$181K Buy
+3,064
New +$175K 0.03% 191

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

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

Physician Wealth Advisors increased its Cisco (CSCO) stake by 5.6% in Q2 2026, buying an estimated $40.8K and bringing the position to 7,378 shares worth $867K. The position accounts for 0.1% of the portfolio, ranked #88.

Physician Wealth Advisors first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Physician Wealth Advisors held 7,378 shares of Cisco worth $867K as of Q2 2026.
  • Physician Wealth Advisors bought 390 Cisco shares in Q2 2026, an estimated $40.8K.
  • Cisco made up 0.1% of Physician Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Physician Wealth Advisors first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.