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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial Strategies's CSCO Position: Q2 2026 in Review

Summit Financial Strategies held its Cisco (CSCO) position steady in Q2 2026 at 2,658 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #128.

Summit Financial Strategies first reported a position in CSCO in Q4 2021 and has held it in 6 quarters since. The position peaked at $473K in Q3 2022. 4,069 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Summit Financial Strategies held 2,658 shares of Cisco worth $312K as of Q2 2026.
  • Summit Financial Strategies left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #128 holding.
  • Summit Financial Strategies first reported a position in Cisco in Q4 2021 and has held it in 6 quarters since.
  • Summit Financial Strategies's Cisco position peaked at $473K in Q3 2022.
  • 4,069 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.