UAG
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United Advisor Group’s Cisco CSCO Stock Holding History

United Advisor 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 		$1.86M Sell
15,811
-264
-2% -$27.6K 0.2% 133
2026
Q1 		$1.25M Buy
16,075
+379
+2% +$29.7K 0.15% 162
2025
Q4 		$1.21M Buy
15,696
+613
+4% +$45.5K 0.15% 160
2025
Q3 		$1.03M Buy
15,083
+9,147
+154% +$624K 0.14% 163
2025
Q2 		$412K Buy
5,936
+786
+15% +$48.3K 0.07% 258
2025
Q1 		$318K Sell
5,150
-5,727
-53% -$353K 0.07% 266
2024
Q4 		$644K Buy
10,877
+951
+10% +$54.3K 0.13% 166
2024
Q3 		$528K Buy
+9,926
New +$483K 0.12% 183

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

United Advisor Group's CSCO Position: Q2 2026 in Review

United Advisor Group reduced its Cisco (CSCO) stake by 1.6% in Q2 2026, selling an estimated $27.6K and leaving 15,811 shares worth $1.86M. The position accounts for 0.2% of the portfolio, ranked #133.

United Advisor Group first reported a position in CSCO in Q3 2024 and has held it in 8 quarters since. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • United Advisor Group held 15,811 shares of Cisco worth $1.86M as of Q2 2026.
  • United Advisor Group sold 264 Cisco shares in Q2 2026, an estimated $27.6K.
  • Cisco made up 0.2% of United Advisor Group's portfolio in Q2 2026, its #133 holding.
  • United Advisor Group first reported a position in Cisco in Q3 2024 and has held it in 8 quarters since.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.