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 Q3	$297K	Buy	2,759 +101	+4%	+$11.4K	0.02%	130
2026 Q2	$312K	Hold	2,658	–	–	0.02%	128
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

Other funds holding CSCO

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Summit Financial Strategies's CSCO Position: Q3 2026 in Review

Summit Financial Strategies increased its Cisco (CSCO) stake by 3.8% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,759 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #130.

Summit Financial Strategies first reported a position in CSCO in Q4 2021 and has held it in 7 quarters since. The position peaked at $473K in Q3 2022. 575 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Summit Financial Strategies held 2,759 shares of Cisco worth $297K as of Q3 2026.
Summit Financial Strategies bought 101 Cisco shares in Q3 2026, an estimated $11.4K.
Cisco made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #130 holding.
Summit Financial Strategies first reported a position in Cisco in Q4 2021 and has held it in 7 quarters since.
Summit Financial Strategies's Cisco position peaked at $473K in Q3 2022.
575 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.