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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

United Advisor Group's CSCO Position: Q1 2026 in Review

United Advisor Group increased its Cisco (CSCO) stake by 2.4% in Q1 2026, buying an estimated $29.7K and bringing the position to 16,075 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #162.

United Advisor Group first reported a position in CSCO in Q3 2024 and has held it in 7 quarters since. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • United Advisor Group held 16,075 shares of Cisco worth $1.25M as of Q1 2026.
  • United Advisor Group bought 379 Cisco shares in Q1 2026, an estimated $29.7K.
  • Cisco made up 0.15% of United Advisor Group's portfolio in Q1 2026, its #162 holding.
  • United Advisor Group first reported a position in Cisco in Q3 2024 and has held it in 7 quarters since.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.