Summit Wealth Group (Colorado)
CSCO icon

Summit Wealth Group (Colorado)’s Cisco CSCO Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.56M Buy
14,501
+3,604
+33% +$406K 0.1% 129
2026
Q2 		$1.28M Buy
10,897
+1,022
+10% +$107K 0.11% 111
2026
Q1 		$766K Buy
9,875
+3,184
+48% +$249K 0.08% 132
2025
Q4 		$515K Sell
6,691
-54,080
-89% -$4.01M 0.07% 142
2025
Q3 		$3.27M Buy
60,771
+55,356
+1,022% +$3.77M 0.35% 52
2025
Q2 		$376K Buy
+5,415
New +$333K 0.09% 158

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CSCO Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Cisco (CSCO) stake by 33% in Q3 2026, buying an estimated $406K and bringing the position to 14,501 shares worth $1.56M. The position accounts for 0.1% of the portfolio, ranked #129.

Summit Wealth Group (Colorado) first reported a position in CSCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.27M in Q3 2025. 2,502 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Summit Wealth Group (Colorado) held 14,501 shares of Cisco worth $1.56M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 3,604 Cisco shares in Q3 2026, an estimated $406K.
  • Cisco made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #129 holding.
  • Summit Wealth Group (Colorado) first reported a position in Cisco in Q2 2025 and has held it in 6 quarters since.
  • Summit Wealth Group (Colorado)'s Cisco position peaked at $3.27M in Q3 2025.
  • 2,502 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.