Valeo Financial Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.56M | Buy |
72,874
+2,237
| +3% | +$234K | 0.18% | 58 |
|
|
2026
Q1 | $5.48M | Sell |
70,637
-14,634
| -17% | -$1.15M | 0.13% | 78 |
|
|
2025
Q4 | $6.57M | Sell |
85,271
-129
| -0.2% | -$9.57K | 0.15% | 79 |
|
|
2025
Q3 | $5.84M | Sell |
85,400
-4,307
| -5% | -$294K | 0.13% | 84 |
|
|
2025
Q2 | $6.22M | Sell |
89,707
-4,062
| -4% | -$250K | 0.15% | 75 |
|
|
2025
Q1 | $5.79M | Sell |
93,769
-1,963
| -2% | -$121K | 0.16% | 67 |
|
|
2024
Q4 | $5.67M | Buy |
95,732
+322
| +0.3% | +$18.4K | 0.16% | 67 |
|
|
2024
Q3 | $5.08M | Buy |
95,410
+2,297
| +2% | +$112K | 0.14% | 74 |
|
|
2024
Q2 | $4.42M | Sell |
93,113
-3,725
| -4% | -$177K | 0.14% | 76 |
|
|
2024
Q1 | $4.68M | Buy |
96,838
+5,316
| +6% | +$265K | 0.17% | 63 |
|
|
2023
Q4 | $4.62M | Buy |
91,522
+307
| +0.3% | +$15.7K | 0.19% | 68 |
|
|
2023
Q3 | $4.9M | Buy |
91,215
+7,697
| +9% | +$415K | 0.22% | 60 |
|
|
2023
Q2 | $4.32M | Sell |
83,518
-7,544
| -8% | -$371K | 0.2% | 67 |
|
|
2023
Q1 | $4.76M | Buy |
91,062
+11,283
| +14% | +$551K | 0.23% | 64 |
|
|
2022
Q4 | $3.8M | Buy |
79,779
+11,553
| +17% | +$526K | 0.21% | 67 |
|
|
2022
Q3 | $2.73M | Buy |
68,226
+860
| +1% | +$38.2K | 0.17% | 76 |
|
|
2022
Q2 | $2.87M | Sell |
67,366
-10,033
| -13% | -$480K | 0.18% | 77 |
|
|
2022
Q1 | $4.32M | Buy |
77,399
+7,773
| +11% | +$440K | 0.22% | 68 |
|
|
2021
Q4 | $4.41M | Sell |
69,626
-1,186
| -2% | -$67.8K | 0.24% | 64 |
|
|
2021
Q3 | $3.85M | Buy |
70,812
+5,166
| +8% | +$290K | 0.22% | 68 |
|
|
2021
Q2 | $3.48M | Sell |
65,646
-2,357
| -3% | -$124K | 0.21% | 73 |
|
|
2021
Q1 | $3.52M | Sell |
68,003
-6,238
| -8% | -$293K | 0.16% | 75 |
|
|
2020
Q4 | $3.32M | Sell |
74,241
-3,237
| -4% | -$133K | 0.17% | 70 |
|
|
2020
Q3 | $3.05M | Sell |
77,478
-946
| -1% | -$41.2K | 0.27% | 58 |
|
|
2020
Q2 | $3.66M | Buy |
78,424
+15,349
| +24% | +$673K | 0.33% | 45 |
|
|
2020
Q1 | $2.6M | Buy |
63,075
+3,849
| +6% | +$169K | 0.28% | 53 |
|
|
2019
Q4 | $2.84M | Buy |
59,226
+10,239
| +21% | +$476K | 0.28% | 55 |
|
|
2019
Q3 | $2.42M | Buy |
48,987
+1,921
| +4% | +$99.8K | 0.27% | 61 |
|
|
2019
Q2 | $2.58M | Buy |
47,066
+983
| +2% | +$54.3K | 0.3% | 56 |
|
|
2019
Q1 | $2.49M | Buy |
46,083
+7,605
| +20% | +$370K | 0.3% | 57 |
|
|
2018
Q4 | $1.67M | Buy |
38,478
+1,531
| +4% | +$70.1K | 0.23% | 70 |
|
|
2018
Q3 | $1.69M | Buy |
36,947
+760
| +2% | +$34.2K | 0.23% | 74 |
|
|
2018
Q2 | $1.58M | Buy |
36,187
+2,264
| +7% | +$98.9K | 0.22% | 78 |
|
|
2018
Q1 | $1.46M | Sell |
33,923
-1,393
| -4% | -$59.1K | 0.23% | 74 |
|
|
2017
Q4 | $1.35M | Buy |
35,316
+6,939
| +24% | +$248K | 0.22% | 79 |
|
|
2017
Q3 | $954K | Buy |
+28,377
| New | +$903K | 0.22% | 91 |
|
Other funds holding CSCO
Valeo Financial Advisors's CSCO Position: Q2 2026 in Review
Valeo Financial Advisors increased its Cisco (CSCO) stake by 3.2% in Q2 2026, buying an estimated $234K and bringing the position to 72,874 shares worth $8.56M. The position accounts for 0.18% of the portfolio, ranked #58.
Valeo Financial Advisors first reported a position in CSCO in Q3 2017 and has held it in 36 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.
- Valeo Financial Advisors held 72,874 shares of Cisco worth $8.56M as of Q2 2026.
- Valeo Financial Advisors bought 2,237 Cisco shares in Q2 2026, an estimated $234K.
- Cisco made up 0.18% of Valeo Financial Advisors's portfolio in Q2 2026, its #58 holding.
- Valeo Financial Advisors first reported a position in Cisco in Q3 2017 and has held it in 36 quarters since.
- 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.