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Schneider Downs Wealth Management Advisors’s Cisco CSCO Stock Holding History

Schneider Downs Wealth Management 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 		$613K Sell
5,223
-380
-7% -$39.7K 0.06% 97
2026
Q1 		$435K Sell
5,603
-9
-0.2% -$705 0.05% 107
2025
Q4 		$432K Buy
5,612
+9
+0.2% +$668 0.05% 107
2025
Q3 		$383K Buy
5,603
+229
+4% +$15.6K 0.05% 111
2025
Q2 		$373K Sell
5,374
-311
-5% -$19.1K 0.06% 108
2025
Q1 		$351K Buy
5,685
+5
+0.1% +$308 0.06% 104
2024
Q4 		$336K Hold
5,680
– – 0.06% 105
2024
Q3 		$302K Sell
5,680
-28
-0.5% -$1.36K 0.06% 110
2024
Q2 		$271K Sell
5,708
-1,805
-24% -$85.7K 0.06% 108
2024
Q1 		$375K Buy
+7,513
New +$375K 0.09% 92
2022
Q4 		– Sell
-10,238
Closed -$410K – 123
2022
Q3 		$410K Sell
10,238
-1,731
-14% -$76.8K 0.12% 75
2022
Q2 		$510K Buy
11,969
+2,038
+21% +$97.6K 0.14% 72
2022
Q1 		$554K Sell
9,931
-1,541
-13% -$87.2K 0.14% 72
2021
Q4 		$727K Sell
11,472
-1,215
-10% -$69.4K 0.17% 67
2021
Q3 		$691K Buy
12,687
+1,366
+12% +$76.6K 0.18% 64
2021
Q2 		$600K Sell
11,321
-76
-0.7% -$4K 0.16% 67
2021
Q1 		$589K Buy
11,397
+5,349
+88% +$251K 0.14% 62
2020
Q4 		$271K Sell
6,048
-1,108
-15% -$45.5K 0.08% 70
2020
Q3 		$282K Buy
7,156
+40
+0.6% +$1.74K 0.09% 74
2020
Q2 		$332K Hold
7,116
– – 0.11% 57
2020
Q1 		$280K Buy
+7,116
New +$312K 0.1% 64

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

Schneider Downs Wealth Management Advisors's CSCO Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Cisco (CSCO) stake by 6.8% in Q2 2026, selling an estimated $39.7K and leaving 5,223 shares worth $613K. The position accounts for 0.06% of the portfolio, ranked #97.

Schneider Downs Wealth Management Advisors first reported a position in CSCO in Q1 2020 and has held it in 21 quarters since. The position peaked at $727K in Q4 2021. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 5,223 shares of Cisco worth $613K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors sold 380 Cisco shares in Q2 2026, an estimated $39.7K.
  • Cisco made up 0.06% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #97 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Cisco in Q1 2020 and has held it in 21 quarters since.
  • Schneider Downs Wealth Management Advisors's Cisco position peaked at $727K in Q4 2021.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.