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Uptown Financial Advisors’s Cisco CSCO Stock Holding History

Uptown Financial Advisors’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 		$376K Hold
3,200
– – 0.25% 58
2026
Q1 		$248K Buy
+3,200
New +$250K 0.2% 64

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Uptown Financial Advisors's CSCO Position: Q2 2026 in Review

Uptown Financial Advisors held its Cisco (CSCO) position steady in Q2 2026 at 4,387 shares worth $515K. The position accounts for 0.34% of the portfolio, ranked #41.

Uptown Financial Advisors first reported a position in CSCO in Q1 2025 and has held it in 6 quarters since. 1,089 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Uptown Financial Advisors held 4,387 shares of Cisco worth $515K as of Q2 2026.
  • Uptown Financial Advisors left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 0.34% of Uptown Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Uptown Financial Advisors first reported a position in Cisco in Q1 2025 and has held it in 6 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.