Principia Wealth Advisory’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46.7K Buy
398
+121
+44% +$12.7K 0.02% 138
2026
Q1
$21.5K Buy
277
+43
+18% +$3.37K 0.01% 154
2025
Q4
$18K Sell
234
-521
-69% -$38.7K 0.01% 160
2025
Q3
$51.7K Buy
755
+569
+306% +$38.8K 0.04% 118
2025
Q2
$12.9K Sell
186
-5
-3% -$307 0.01% 153
2025
Q1
$11.1K Buy
191
+88
+85% +$5.42K 0.01% 127
2024
Q4
$6.1K Buy
+103
New +$5.88K 0.01% 139

Other funds holding CSCO

Principia Wealth Advisory's CSCO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Cisco (CSCO) stake by 44% in Q2 2026, buying an estimated $12.7K and bringing the position to 398 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #138.

Principia Wealth Advisory first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.7K in Q3 2025. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Principia Wealth Advisory held 398 shares of Cisco worth $46.7K as of Q2 2026.
  • Principia Wealth Advisory bought 121 Cisco shares in Q2 2026, an estimated $12.7K.
  • Cisco made up 0.02% of Principia Wealth Advisory's portfolio in Q2 2026, its #138 holding.
  • Principia Wealth Advisory first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Cisco position peaked at $51.7K in Q3 2025.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.