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United Asset Strategies’s Cisco CSCO Stock Holding History

United Asset Strategies’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
2021
Q4 		– Sell
-300
Closed -$1K – 215
2021
Q3 		$1K Sell
300
-300
-50% -$16.8K ﹤0.01% 204
2021
Q2 		$1K Buy
+600
New +$31.6K ﹤0.01% 204

Other funds holding CSCO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

United Asset Strategies's CSCO Position: Q2 2026 in Review

United Asset Strategies reduced its Cisco (CSCO) stake by 29% in Q2 2026, selling an estimated $524K and leaving 12,125 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #125.

United Asset Strategies first reported a position in CSCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.8M in Q2 2014. 2,586 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • United Asset Strategies held 12,125 shares of Cisco worth $1.42M as of Q2 2026.
  • United Asset Strategies sold 5,010 Cisco shares in Q2 2026, an estimated $524K.
  • Cisco made up 0.1% of United Asset Strategies's portfolio in Q2 2026, its #125 holding.
  • United Asset Strategies first reported a position in Cisco in Q2 2013 and has held it in 52 quarters since.
  • United Asset Strategies's Cisco position peaked at $4.8M in Q2 2014.
  • 2,586 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.