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Sound View Wealth Advisors Group’s Cisco CSCO Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$3.54M Sell
45,635
-1,956
-4% -$153K 0.24% 91
2025
Q4 		$3.67M Buy
47,591
+234
+0.5% +$17.4K 0.25% 89
2025
Q3 		$3.24M Buy
47,357
+849
+2% +$57.9K 0.22% 102
2025
Q2 		$3.23M Buy
46,508
+2,344
+5% +$144K 0.24% 95
2025
Q1 		$2.73M Sell
44,164
-698
-2% -$43K 0.22% 99
2024
Q4 		$2.66M Buy
44,862
+1,871
+4% +$107K 0.21% 99
2024
Q3 		$2.29M Buy
42,991
+2,377
+6% +$116K 0.19% 117
2024
Q2 		$1.93M Buy
40,614
+370
+0.9% +$17.6K 0.2% 112
2024
Q1 		$2.01M Sell
40,244
-8
-0% -$399 0.21% 112
2023
Q4 		$2.03M Sell
40,252
-1,374
-3% -$70.2K 0.22% 109
2023
Q3 		$2.24M Sell
41,626
-735
-2% -$39.7K 0.28% 88
2023
Q2 		$2.19M Sell
42,361
-1,803
-4% -$88.7K 0.29% 82
2023
Q1 		$2.31M Buy
44,164
+3,912
+10% +$191K 0.32% 77
2022
Q4 		$2.03M Buy
40,252
+9,037
+29% +$411K 0.22% 109
2022
Q3 		$1.25M Sell
31,215
-758
-2% -$33.6K 0.28% 92
2022
Q2 		$1.36M Buy
31,973
+161
+0.5% +$7.71K 0.29% 90
2022
Q1 		$1.77M Sell
31,812
-509
-2% -$28.8K 0.34% 75
2021
Q4 		$2.05M Sell
32,321
-194
-0.6% -$11.1K 0.39% 63
2021
Q3 		$1.77M Buy
32,515
+614
+2% +$34.5K 0.37% 67
2021
Q2 		$1.69M Sell
31,901
-1,098
-3% -$57.8K 0.36% 76
2021
Q1 		$1.71M Sell
32,999
-731
-2% -$34.3K 0.4% 71
2020
Q4 		$1.51M Sell
33,730
-672
-2% -$27.6K 0.37% 76
2020
Q3 		$1.35M Sell
34,402
-400
-1% -$17.4K 0.36% 79
2020
Q2 		$1.62M Sell
34,802
-1,069
-3% -$46.9K 0.46% 61
2020
Q1 		$1.41M Buy
35,871
+1,888
+6% +$82.8K 0.49% 62
2019
Q4 		$1.63M Sell
33,983
-4,524
-12% -$210K 0.46% 66
2019
Q3 		$1.9M Sell
38,507
-1,691
-4% -$87.9K 0.57% 57
2019
Q2 		$2.2M Buy
+40,198
New +$2.22M 0.65% 49

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sound View Wealth Advisors Group's CSCO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Cisco (CSCO) stake by 4.1% in Q1 2026, selling an estimated $153K and leaving 45,635 shares worth $3.54M. The position accounts for 0.24% of the portfolio, ranked #91.

Sound View Wealth Advisors Group first reported a position in CSCO in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.67M in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Sound View Wealth Advisors Group held 45,635 shares of Cisco worth $3.54M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,956 Cisco shares in Q1 2026, an estimated $153K.
  • Cisco made up 0.24% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #91 holding.
  • Sound View Wealth Advisors Group first reported a position in Cisco in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Cisco position peaked at $3.67M in Q4 2025.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.