RYIA
CSCO icon

Roehl & Yi Investment Advisors’s Cisco CSCO Stock Holding History

Roehl & Yi Investment 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
Q2 		$1.83M Sell
15,612
-3,013
-16% -$315K 0.6% 35
2026
Q1 		$1.45M Buy
18,625
+1,050
+6% +$82.2K 0.54% 36
2025
Q4 		$1.35M Sell
17,575
-345
-2% -$25.6K 0.54% 39
2025
Q3 		$1.23M Sell
17,920
-750
-4% -$51.1K 0.53% 39
2025
Q2 		$1.3M Sell
18,670
-383
-2% -$23.5K 0.66% 29
2025
Q1 		$1.18M Buy
19,053
+143
+0.8% +$8.8K 0.64% 27
2024
Q4 		$1.12M Buy
+18,910
New +$1.08M 0.62% 32

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Roehl & Yi Investment Advisors's CSCO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Cisco (CSCO) stake by 16% in Q2 2026, selling an estimated $315K and leaving 15,612 shares worth $1.83M. The position accounts for 0.6% of the portfolio, ranked #35.

Roehl & Yi Investment Advisors first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Roehl & Yi Investment Advisors held 15,612 shares of Cisco worth $1.83M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 3,013 Cisco shares in Q2 2026, an estimated $315K.
  • Cisco made up 0.6% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Roehl & Yi Investment Advisors first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.