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Valeo Financial Advisors’s Cisco CSCO Stock Holding History

Valeo 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
2019
Q2 		– Sell
-600
Closed -$32K – 1574
2019
Q1 		$32K Buy
+600
New +$29.2K ﹤0.01% 659

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Valeo Financial Advisors's CSCO Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Cisco (CSCO) stake by 2.4% in Q3 2026, selling an estimated $200K and leaving 71,103 shares worth $7.65M. The position accounts for 0.16% of the portfolio, ranked #68.

Valeo Financial Advisors first reported a position in CSCO in Q3 2017 and has held it in 37 quarters since. The position peaked at $8.56M in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Valeo Financial Advisors held 71,103 shares of Cisco worth $7.65M as of Q3 2026.
  • Valeo Financial Advisors sold 1,771 Cisco shares in Q3 2026, an estimated $200K.
  • Cisco made up 0.16% of Valeo Financial Advisors's portfolio in Q3 2026, its #68 holding.
  • Valeo Financial Advisors first reported a position in Cisco in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Cisco position peaked at $8.56M in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.