Summit Wealth Group’s Cisco CSCO Stock Holding History

Summit Wealth Group’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 Q1	$362K	Sell	4,669 -301	-6%	-$23.6K	0.08%	86
2025 Q4	$383K	Buy	4,970 +868	+21%	+$64.4K	0.09%	83
2025 Q3	$281K	Sell	4,102 -117	-3%	-$7.97K	0.07%	94
2025 Q2	$293K	Buy	4,219 +466	+12%	+$28.6K	0.08%	92
2025 Q1	$232K	Sell	3,753 -122	-3%	-$7.51K	0.07%	93
2024 Q4	$229K	Sell	3,875 -440	-10%	-$25.1K	0.07%	93
2024 Q3	$230K	Sell	4,315 -1,448	-25%	-$70.4K	0.07%	90
2024 Q2	$274K	Buy	5,763 +276	+5%	+$13.1K	0.08%	73
2024 Q1	$274K	Buy	5,487 +22	+0.4%	+$1.1K	0.19%	35
2023 Q4	$276K	Sell	5,465 -1,120	-17%	-$57.2K	0.22%	31
2023 Q3	$354K	Buy	+6,585	New	+$355K	0.32%	27
2023 Q2	–	Sell	-138,634	Closed	-$3K	–	116
2023 Q1	$3K	Buy	+138,634	New	+$6.77M	0.07%	65
2021 Q3	–	Sell	-2,401	Closed	-$127K	–	85
2021 Q2	$127K	Buy	2,401 +78	+3%	+$4.1K	0.19%	35
2021 Q1	$120K	Buy	+2,323	New	+$109K	0.19%	29

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Wealth Group's CSCO Position: Q1 2026 in Review

Summit Wealth Group reduced its Cisco (CSCO) stake by 6.1% in Q1 2026, selling an estimated $23.6K and leaving 4,669 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #86.

Summit Wealth Group first reported a position in CSCO in Q1 2021 and has held it in 14 quarters since. The position peaked at $383K in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Summit Wealth Group held 4,669 shares of Cisco worth $362K as of Q1 2026.
Summit Wealth Group sold 301 Cisco shares in Q1 2026, an estimated $23.6K.
Cisco made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #86 holding.
Summit Wealth Group first reported a position in Cisco in Q1 2021 and has held it in 14 quarters since.
Summit Wealth Group's Cisco position peaked at $383K in Q4 2025.
3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.