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Strategies Wealth Advisors’s Cisco CSCO Stock Holding History

Strategies 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
Q1 		$265K Sell
3,420
-965
-22% -$75.5K 0.03% 152
2025
Q4 		$338K Buy
4,385
+15
+0.3% +$1.11K 0.03% 129
2025
Q3 		$299K Sell
4,370
-558
-11% -$38K 0.03% 145
2025
Q2 		$342K Sell
4,928
-60
-1% -$3.69K 0.04% 129
2025
Q1 		$308K Buy
+4,988
New +$307K 0.04% 135

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

Strategies Wealth Advisors's CSCO Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Cisco (CSCO) stake by 22% in Q1 2026, selling an estimated $75.5K and leaving 3,420 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #152.

Strategies Wealth Advisors first reported a position in CSCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $342K in Q2 2025. 3,720 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Strategies Wealth Advisors held 3,420 shares of Cisco worth $265K as of Q1 2026.
  • Strategies Wealth Advisors sold 965 Cisco shares in Q1 2026, an estimated $75.5K.
  • Cisco made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • Strategies Wealth Advisors first reported a position in Cisco in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Cisco position peaked at $342K in Q2 2025.
  • 3,720 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.