Roberts Wealth Advisors
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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
Q3 		$6.64M Buy
61,714
+3,450
+6% +$389K 1.49% 15
2026
Q2 		$6.84M Sell
58,264
-13,131
-18% -$1.37M 1.55% 17
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% -$80.6K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Roberts Wealth Advisors increased its Cisco (CSCO) stake by 5.9% in Q3 2026, buying an estimated $389K and bringing the position to 61,714 shares worth $6.64M. The position accounts for 1.49% of the portfolio, ranked #15.

Roberts Wealth Advisors first reported a position in CSCO in Q3 2021 and has held it in 21 quarters since. The position peaked at $11.9M in Q4 2023. 1,097 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Roberts Wealth Advisors held 61,714 shares of Cisco worth $6.64M as of Q3 2026.
  • Roberts Wealth Advisors bought 3,450 Cisco shares in Q3 2026, an estimated $389K.
  • Cisco made up 1.49% of Roberts Wealth Advisors's portfolio in Q3 2026, its #15 holding.
  • Roberts Wealth Advisors first reported a position in Cisco in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Cisco position peaked at $11.9M in Q4 2023.
  • 1,097 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.