Regent Peak Wealth Advisors’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
$1.06M Buy
9,031
+209
+2% +$21.9K 0.2% 58
2026
Q1
$685K Buy
8,822
+263
+3% +$20.6K 0.14% 66
2025
Q4
$659K Buy
8,559
+693
+9% +$51.4K 0.13% 73
2025
Q3
$538K Buy
+7,866
New +$536K 0.11% 85
2025
Q1
$480K Buy
7,784
+219
+3% +$13.5K 0.11% 86
2024
Q4
$448K Buy
7,565
+12
+0.2% +$685 0.1% 93
2024
Q3
$402K Sell
7,553
-834
-10% -$40.6K 0.09% 99
2024
Q2
$398K Sell
8,387
-41,480
-83% -$1.97M 0.09% 101
2024
Q1
$2.49M Buy
49,867
+485
+1% +$24.2K 0.63% 39
2023
Q4
$2.49M Buy
49,382
+769
+2% +$39.3K 0.68% 39
2023
Q3
$2.61M Buy
48,613
+500
+1% +$27K 0.8% 28
2023
Q2
$2.49M Sell
48,113
-3,310
-6% -$163K 0.73% 32
2023
Q1
$2.69M Buy
51,423
+3,128
+6% +$153K 0.83% 26
2022
Q4
$2.3M Buy
48,295
+7,225
+18% +$329K 0.75% 35
2022
Q3
$1.64M Buy
41,070
+2,142
+6% +$95K 0.58% 43
2022
Q2
$1.66M Sell
38,928
-134
-0.3% -$6.42K 0.54% 45
2022
Q1
$2.18M Buy
39,062
+897
+2% +$50.8K 0.62% 39
2021
Q4
$2.42M Sell
38,165
-2,863
-7% -$164K 0.66% 30
2021
Q3
$2.23M Buy
41,028
+788
+2% +$44.2K 0.64% 33
2021
Q2
$2.23M Buy
40,240
+6,224
+18% +$327K 0.62% 34
2021
Q1
$1.76M Buy
34,016
+2,617
+8% +$123K 0.58% 42
2020
Q4
$1.41M Sell
31,399
-2,346
-7% -$96.4K 0.47% 45
2020
Q3
$1.33M Sell
33,745
-206
-0.6% -$8.98K 0.57% 43
2020
Q2
$1.58M Sell
33,951
-61
-0.2% -$2.67K 0.72% 26
2020
Q1
$1.34M Buy
34,012
+5,536
+19% +$243K 0.74% 27
2019
Q4
$1.36M Buy
+28,476
New +$1.32M 0.62% 32

Other funds holding CSCO

Regent Peak Wealth Advisors's CSCO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Cisco (CSCO) stake by 2.4% in Q2 2026, buying an estimated $21.9K and bringing the position to 9,031 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #58.

Regent Peak Wealth Advisors first reported a position in CSCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.69M in Q1 2023. 855 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Regent Peak Wealth Advisors held 9,031 shares of Cisco worth $1.06M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 209 Cisco shares in Q2 2026, an estimated $21.9K.
  • Cisco made up 0.2% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Regent Peak Wealth Advisors first reported a position in Cisco in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Cisco position peaked at $2.69M in Q1 2023.
  • 855 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.