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SS&H Financial Advisors’s Cisco CSCO Stock Holding History

SS&H Financial 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
2025
Q4 		$5.14M Sell
66,756
-675
-1% -$50.1K 1.5% 18
2025
Q3 		$4.61M Sell
67,431
-200
-0.3% -$13.6K 1.4% 16
2025
Q2 		$4.69M Sell
67,631
-900
-1% -$55.3K 1.57% 13
2025
Q1 		$4.23M Sell
68,531
-2,000
-3% -$123K 1.58% 13
2024
Q4 		$4.18M Sell
70,531
-575
-0.8% -$32.8K 1.52% 12
2024
Q3 		$3.78M Buy
71,106
+2,000
+3% +$97.3K 1.38% 17
2024
Q2 		$3.28M Buy
69,106
+125
+0.2% +$5.93K 1.28% 17
2024
Q1 		$3.44M Buy
68,981
+650
+1% +$32.4K 1.43% 15
2023
Q4 		$3.45M Buy
68,331
+3,000
+5% +$153K 1.46% 16
2023
Q3 		$3.51M Buy
+65,331
New +$3.52M 1.64% 16
2023
Q1 		$3.64M Sell
69,631
-1,100
-2% -$53.7K 1.67% 17
2022
Q4 		$3.37M Sell
70,731
-4,000
-5% -$182K 1.6% 16
2022
Q3 		$2.99M Sell
74,731
-1,000
-1% -$44.4K 1.54% 18
2022
Q2 		$3.23M Sell
75,731
-3,109
-4% -$149K 1.49% 22
2022
Q1 		$4.4M Buy
+78,840
New +$4.46M 1.72% 15

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SS&H Financial Advisors's CSCO Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Cisco (CSCO) stake by 1% in Q4 2025, selling an estimated $50.1K and leaving 66,756 shares worth $5.14M. The position accounts for 1.5% of the portfolio, ranked #18.

SS&H Financial Advisors first reported a position in CSCO in Q1 2022 and has held it in 15 quarters since. 3,707 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

  • SS&H Financial Advisors held 66,756 shares of Cisco worth $5.14M as of Q4 2025.
  • SS&H Financial Advisors sold 675 Cisco shares in Q4 2025, an estimated $50.1K.
  • Cisco made up 1.5% of SS&H Financial Advisors's portfolio in Q4 2025, its #18 holding.
  • SS&H Financial Advisors first reported a position in Cisco in Q1 2022 and has held it in 15 quarters since.
  • 3,707 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.