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San Luis Wealth Advisors’s Cisco CSCO Stock Holding History

San Luis 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
Q2 		$728K Sell
6,202
-291
-4% -$30.4K 0.11% 120
2026
Q1 		$504K Sell
6,493
-340
-5% -$26.6K 0.08% 122
2025
Q4 		$526K Sell
6,833
-955
-12% -$70.9K 0.09% 124
2025
Q3 		$533K Buy
+7,788
New +$531K 0.1% 119
2024
Q4 		– Sell
-16,030
Closed -$853K – 147
2024
Q3 		$853K Buy
16,030
+8,474
+112% +$412K 0.18% 56
2024
Q2 		$359K Buy
+7,556
New +$359K 0.09% 89
2024
Q1 		– Sell
-4,333
Closed -$219K – 57
2023
Q4 		$219K Sell
4,333
-443
-9% -$22.6K 0.09% 53
2023
Q3 		$257K Sell
4,776
-17,090
-78% -$922K 0.12% 59
2023
Q2 		$1.01M Buy
21,866
+36
+0.2% +$1.77K 0.36% 68
2023
Q1 		$1.14M Sell
21,830
-5,322
-20% -$260K 0.44% 62
2022
Q4 		$1.29M Sell
27,152
-5,949
-18% -$271K 1.21% 25
2022
Q3 		$1.32M Buy
33,101
+22,164
+203% +$983K 1.39% 22
2022
Q2 		$466K Sell
10,937
-21,625
-66% -$1.04M 0.54% 40
2022
Q1 		$2.06M Sell
32,562
-17
-0.1% -$962 1.01% 20
2021
Q4 		$2.06M Buy
32,579
+9,140
+39% +$522K 2.1% 10
2021
Q3 		$1.28M Buy
+23,439
New +$1.32M 0.71% 39
2020
Q4 		$385K Buy
+8,613
New +$354K 0.25% 98

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

San Luis Wealth Advisors's CSCO Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Cisco (CSCO) stake by 4.5% in Q2 2026, selling an estimated $30.4K and leaving 6,202 shares worth $728K. The position accounts for 0.11% of the portfolio, ranked #120.

San Luis Wealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2021. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • San Luis Wealth Advisors held 6,202 shares of Cisco worth $728K as of Q2 2026.
  • San Luis Wealth Advisors sold 291 Cisco shares in Q2 2026, an estimated $30.4K.
  • Cisco made up 0.11% of San Luis Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • San Luis Wealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 17 quarters since.
  • San Luis Wealth Advisors's Cisco position peaked at $2.06M in Q4 2021.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.