Summit Wealth Partners’s Cisco CSCO Stock Holding History

Summit Wealth Partners’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	$1.04M	Buy	8,879 +6	+0.1%	+$627	0.15%	103
2026 Q1	$688K	Buy	+8,873	New	+$695K	0.11%	130

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Wealth Partners's CSCO Position: Q2 2026 in Review

Summit Wealth Partners increased its Cisco (CSCO) stake by 0.07% in Q2 2026, buying an estimated $627 and bringing the position to 8,879 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #103.

Summit Wealth Partners first reported a position in CSCO in Q1 2026 and has held it in 2 quarters since. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Summit Wealth Partners held 8,879 shares of Cisco worth $1.04M as of Q2 2026.
Summit Wealth Partners bought 6 Cisco shares in Q2 2026, an estimated $627.
Cisco made up 0.15% of Summit Wealth Partners's portfolio in Q2 2026, its #103 holding.
Summit Wealth Partners first reported a position in Cisco in Q1 2026 and has held it in 2 quarters since.
4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.