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Summit Place Financial Advisors’s Cisco CSCO Stock Holding History

Summit Place Financial 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 		$201K Buy
+1,710
New +$179K 0.09% 110
2022
Q2 		– Sell
-4,617
Closed -$257K – 103
2022
Q1 		$257K Hold
4,617
– – 0.17% 101
2021
Q4 		$293K Sell
4,617
-1,455
-24% -$83.1K 0.2% 90
2021
Q3 		$330K Buy
+6,072
New +$341K 0.24% 88

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 Place Financial Advisors's CSCO Position: Q2 2026 in Review

Summit Place Financial Advisors opened a new position in Cisco (CSCO) in Q2 2026: 1,710 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #110 among its holdings. This is a return to the name: Summit Place Financial Advisors previously reported a position in CSCO as recently as Q1 2022.

Summit Place Financial Advisors first reported a position in CSCO in Q3 2021 and has held it in 4 quarters since. The position peaked at $330K in Q3 2021. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Summit Place Financial Advisors held 1,710 shares of Cisco worth $201K as of Q2 2026.
  • Cisco was a new Summit Place Financial Advisors position in Q2 2026.
  • Cisco made up 0.09% of Summit Place Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Summit Place Financial Advisors first reported a position in Cisco in Q3 2021 and has held it in 4 quarters since.
  • Summit Place Financial Advisors's Cisco position peaked at $330K in Q3 2021.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.