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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
Q2 		$518K Sell
4,408
-261
-6% -$27.3K 0.11% 76
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
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 Wealth Group's CSCO Position: Q2 2026 in Review

Summit Wealth Group reduced its Cisco (CSCO) stake by 5.6% in Q2 2026, selling an estimated $27.3K and leaving 4,408 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #76.

Summit Wealth Group first reported a position in CSCO in Q1 2021 and has held it in 15 quarters since. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Summit Wealth Group held 4,408 shares of Cisco worth $518K as of Q2 2026.
  • Summit Wealth Group sold 261 Cisco shares in Q2 2026, an estimated $27.3K.
  • Cisco made up 0.11% of Summit Wealth Group's portfolio in Q2 2026, its #76 holding.
  • Summit Wealth Group first reported a position in Cisco in Q1 2021 and has held it in 15 quarters since.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.