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Summit Financial Wealth Advisors’s Cisco CSCO Stock Holding History

Summit Financial 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
Q2 		$15.9M Sell
135,272
-32,171
-19% -$3.36M 2.03% 14
2026
Q1 		$13M Buy
167,443
+2,048
+1% +$160K 1.84% 18
2025
Q4 		$12.7M Sell
165,395
-1,147
-0.7% -$85.1K 1.82% 16
2025
Q3 		$11.4M Sell
166,542
-1,411
-0.8% -$96.2K 1.77% 17
2025
Q2 		$11.7M Sell
167,953
-1,009
-0.6% -$62K 2.09% 13
2025
Q1 		$10.4M Buy
168,962
+2,801
+2% +$172K 2.07% 15
2024
Q4 		$10.1M Sell
166,161
-444
-0.3% -$25.4K 1.98% 16
2024
Q3 		$8.87M Buy
166,605
+70
+0% +$3.4K 1.66% 18
2024
Q2 		$7.91M Sell
166,535
-1,696
-1% -$80.5K 1.6% 20
2024
Q1 		$8.4M Buy
168,231
+144,318
+604% +$7.2M 1.7% 20
2023
Q4 		$1.21M Buy
23,913
+5,474
+30% +$280K 0.27% 48
2023
Q3 		$980K Buy
18,439
+8,050
+77% +$434K 0.24% 51
2023
Q2 		$538K Sell
10,389
-354
-3% -$17.4K 0.12% 75
2023
Q1 		$562K Hold
10,743
– – 0.13% 77
2022
Q4 		$512K Buy
10,743
+1,300
+14% +$59.2K 0.12% 80
2022
Q3 		$419K Sell
9,443
-1,300
-12% -$57.7K 0.12% 77
2022
Q2 		$476K Buy
10,743
+1,474
+16% +$70.6K 0.11% 81
2022
Q1 		$517K Sell
9,269
-1,717
-16% -$97.2K 0.1% 76
2021
Q4 		$673K Hold
10,986
– – 0.13% 73
2021
Q3 		$598K Sell
10,986
-350
-3% -$19.6K 0.14% 74
2021
Q2 		$601K Buy
11,336
+2,828
+33% +$149K 0.14% 70
2021
Q1 		$381K Buy
+8,508
New +$399K 0.1% 80
2020
Q4 		– Sell
-10,008
Closed -$359K – 104
2020
Q3 		$359K Buy
10,008
+300
+3% +$13.1K 0.1% 86
2020
Q2 		$445K Buy
9,708
+65
+0.7% +$2.85K 0.12% 79
2020
Q1 		$400K Buy
9,643
+3,100
+47% +$136K 0.13% 83
2019
Q4 		$311K Sell
6,543
-388
-6% -$18K 0.08% 109
2019
Q3 		$323K Buy
6,931
+625
+10% +$32.5K 0.08% 116
2019
Q2 		$345K Sell
6,306
-165
-3% -$9.11K 0.08% 117
2019
Q1 		$360K Sell
6,471
-1,185
-15% -$57.6K 0.1% 97
2018
Q4 		$332K Hold
7,656
– – 0.11% 92
2018
Q3 		$341K Buy
+7,656
New +$344K 0.1% 94
2018
Q2 		– Sell
-7,056
Closed -$303K – 142
2018
Q1 		$303K Sell
7,056
-431
-6% -$18.3K 0.1% 108
2017
Q4 		$287K Buy
7,487
+1,105
+17% +$39.5K 0.1% 105
2017
Q3 		$215K Sell
6,382
-3,578
-36% -$114K 0.08% 129
2017
Q2 		$312K Buy
+9,960
New +$324K 0.12% 113
2017
Q1 		– Sell
-116,690
Closed -$3.53M – 142
2016
Q4 		$3.53M Buy
116,690
+5,882
+5% +$179K 1.55% 17
2016
Q3 		$3.52M Buy
110,808
+49,939
+82% +$1.54M 1.52% 17
2016
Q2 		$1.75M Buy
60,869
+38,680
+174% +$1.09M 0.73% 39
2016
Q1 		$632K Buy
22,189
+2,172
+11% +$55.9K 0.28% 71
2015
Q4 		$544K Buy
20,017
+10,552
+111% +$291K 0.25% 76
2015
Q3 		$248K Buy
9,465
+2,200
+30% +$59.4K 0.16% 70
2015
Q2 		$199K Hold
7,265
– – 0.12% 84
2015
Q1 		$213K Buy
7,265
+2,000
+38% +$56.3K 0.14% 68
2014
Q4 		$146K Buy
+5,265
New +$136K 0.1% 78

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Summit Financial Wealth Advisors's CSCO Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Cisco (CSCO) stake by 19% in Q2 2026, selling an estimated $3.36M and leaving 135,272 shares worth $15.9M. The position accounts for 2.03% of the portfolio, ranked #14.

Summit Financial Wealth Advisors first reported a position in CSCO in Q4 2014 and has held it in 44 quarters since. 750 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Summit Financial Wealth Advisors held 135,272 shares of Cisco worth $15.9M as of Q2 2026.
  • Summit Financial Wealth Advisors sold 32,171 Cisco shares in Q2 2026, an estimated $3.36M.
  • Cisco made up 2.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Summit Financial Wealth Advisors first reported a position in Cisco in Q4 2014 and has held it in 44 quarters since.
  • 750 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.