SWGC
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
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 Buy
+6,691
New +$496K 0.07% 142
2025
Q3 		– Sell
-5,415
Closed -$376K – 294
2025
Q2 		$376K Buy
+5,415
New +$333K 0.09% 158

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CSCO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Cisco (CSCO) stake by 10% in Q2 2026, buying an estimated $107K and bringing the position to 10,897 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #111.

Summit Wealth Group (Colorado) first reported a position in CSCO in Q2 2025 and has held it in 4 quarters since. 1,795 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Summit Wealth Group (Colorado) held 10,897 shares of Cisco worth $1.28M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1,022 Cisco shares in Q2 2026, an estimated $107K.
  • Cisco made up 0.11% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #111 holding.
  • Summit Wealth Group (Colorado) first reported a position in Cisco in Q2 2025 and has held it in 4 quarters since.
  • 1,795 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.