Physician Wealth Advisors
CSCO icon

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
Q3 		$798K Buy
7,414
+36
+0.5% +$4.06K 0.09% 98
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

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

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

Physician Wealth Advisors increased its Cisco (CSCO) stake by 0.49% in Q3 2026, buying an estimated $4.06K and bringing the position to 7,414 shares worth $798K. The position accounts for 0.09% of the portfolio, ranked #98.

Physician Wealth Advisors first reported a position in CSCO in Q4 2024 and has held it in 8 quarters since. The position peaked at $867K in Q2 2026. 2,502 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Physician Wealth Advisors held 7,414 shares of Cisco worth $798K as of Q3 2026.
  • Physician Wealth Advisors bought 36 Cisco shares in Q3 2026, an estimated $4.06K.
  • Cisco made up 0.09% of Physician Wealth Advisors's portfolio in Q3 2026, its #98 holding.
  • Physician Wealth Advisors first reported a position in Cisco in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Cisco position peaked at $867K in Q2 2026.
  • 2,502 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.