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Roberts Wealth Advisors’s Cisco CSCO Stock Holding History

Roberts 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
Q1 		$5.54M Buy
71,395
+1,953
+3% +$153K 1.41% 16
2025
Q4 		$5.35M Sell
69,442
-8,254
-11% -$612K 1.4% 19
2025
Q3 		$5.32M Sell
77,696
-2,284
-3% -$156K 1.41% 20
2025
Q2 		$5.55M Sell
79,980
-2,169
-3% -$133K 1.6% 19
2025
Q1 		$5.07M Sell
82,149
-1,310
-2% -$80.7K 1.56% 20
2024
Q4 		$5.01M Sell
83,459
-194
-0.2% -$11.1K 1.52% 19
2024
Q3 		$4.41M Buy
83,653
+194
+0.2% +$9.44K 1.43% 23
2024
Q2 		$3.82M Buy
83,459
+4,020
+5% +$191K 1.3% 25
2024
Q1 		$3.83M Buy
79,439
+511
+0.6% +$25.5K 1.43% 24
2023
Q4 		$11.9M Sell
78,928
-686
-0.9% -$35K 1.86% 20
2023
Q3 		$4.31M Buy
79,614
+91
+0.1% +$4.91K 1.9% 11
2023
Q2 		$4.11M Sell
79,523
-2,434
-3% -$120K 1.81% 15
2023
Q1 		$4.25M Buy
81,957
+864
+1% +$42.2K 1.95% 13
2022
Q4 		$3.89M Buy
81,093
+728
+0.9% +$33.1K 1.88% 14
2022
Q3 		$3.34M Buy
80,365
+1,096
+1% +$48.6K 1.64% 17
2022
Q2 		$3.44M Buy
79,269
+2,693
+4% +$129K 1.5% 20
2022
Q1 		$4.26M Sell
76,576
-900
-1% -$50.9K 1.67% 15
2021
Q4 		$4.89M Buy
77,476
+382
+0.5% +$21.8K 1.76% 15
2021
Q3 		$4.2M Buy
+77,094
New +$4.33M 1.66% 17

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Roberts Wealth Advisors's CSCO Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Cisco (CSCO) stake by 2.8% in Q1 2026, buying an estimated $153K and bringing the position to 71,395 shares worth $5.54M. The position accounts for 1.41% of the portfolio, ranked #16.

Roberts Wealth Advisors first reported a position in CSCO in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2023. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Roberts Wealth Advisors held 71,395 shares of Cisco worth $5.54M as of Q1 2026.
  • Roberts Wealth Advisors bought 1,953 Cisco shares in Q1 2026, an estimated $153K.
  • Cisco made up 1.41% of Roberts Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Roberts Wealth Advisors first reported a position in Cisco in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Cisco position peaked at $11.9M in Q4 2023.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.