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Summit Financial Strategies’s Cisco CSCO Stock Holding History

Summit Financial Strategies’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 		$206K Sell
2,658
-858
-24% -$67.2K 0.02% 155
2025
Q4 		$271K Buy
+3,516
New +$261K 0.02% 135
2023
Q1 		– Sell
-4,526
Closed -$216K – 125
2022
Q4 		$216K Sell
4,526
-7,300
-62% -$332K 0.05% 107
2022
Q3 		$473K Buy
+11,826
New +$525K 0.11% 61
2022
Q1 		– Sell
-3,391
Closed -$215K – 123
2021
Q4 		$215K Buy
+3,391
New +$194K 0.04% 115

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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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