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Sax Wealth Advisors’s Cisco CSCO Stock Holding History

Sax 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 		$1.23M Buy
15,915
+2,415
+18% +$253K 0.05% 201
2026
Q1 		$1.04M Sell
13,500
-153
-1% -$12K 0.05% 190
2025
Q4 		$1.05M Buy
13,653
+2,766
+25% +$205K 0.05% 194
2025
Q3 		$745K Sell
10,887
-419
-4% -$28.6K 0.04% 221
2025
Q2 		$784K Buy
11,306
+2,171
+24% +$133K 0.05% 200
2025
Q1 		$564K Buy
9,135
+1,225
+15% +$75.4K 0.04% 203
2024
Q4 		$468K Buy
7,910
+570
+8% +$32.6K 0.04% 200
2024
Q3 		$391K Sell
7,340
-455
-6% -$22.1K 0.03% 190
2024
Q2 		$370K Buy
7,795
+1,575
+25% +$74.8K 0.04% 181
2024
Q1 		$310K Buy
6,220
+386
+7% +$19.3K 0.04% 145
2023
Q4 		$295K Buy
5,834
+148
+3% +$7.56K 0.05% 150
2023
Q3 		$306K Buy
5,686
+196
+4% +$10.6K 0.06% 138
2023
Q2 		$284K Buy
5,490
+394
+8% +$19.4K 0.06% 140
2023
Q1 		$266K Hold
5,096
– – 0.06% 144
2022
Q4 		$243K Sell
5,096
-687
-12% -$31.3K 0.06% 144
2022
Q3 		$231K Hold
5,783
– – 0.06% 146
2022
Q2 		$247K Buy
5,783
+1,693
+41% +$81K 0.06% 145
2022
Q1 		$228K Sell
4,090
-2,887
-41% -$163K 0.06% 156
2021
Q4 		$442K Buy
6,977
+331
+5% +$18.9K 0.09% 119
2021
Q3 		$362K Buy
6,646
+2,837
+74% +$159K 0.09% 121
2021
Q2 		$202K Buy
+3,809
New +$200K 0.07% 156

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

Sax Wealth Advisors's CSCO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Cisco (CSCO) stake by 18% in Q2 2026, buying an estimated $253K and bringing the position to 15,915 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #201.

Sax Wealth Advisors first reported a position in CSCO in Q2 2021 and has held it in 21 quarters since. 4,067 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Sax Wealth Advisors held 15,915 shares of Cisco worth $1.23M as of Q2 2026.
  • Sax Wealth Advisors bought 2,415 Cisco shares in Q2 2026, an estimated $253K.
  • Cisco made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • Sax Wealth Advisors first reported a position in Cisco in Q2 2021 and has held it in 21 quarters since.
  • 4,067 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.