Waypoint Wealth Counsel’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
$1.27M Sell
10,823
-1,253
-10% -$131K 0.8% 22
2026
Q1
$937K Sell
12,076
-2,302
-16% -$180K 0.48% 35
2025
Q4
$1.11M Buy
14,378
+217
+2% +$16.1K 0.41% 45
2025
Q3
$969K Buy
14,161
+99
+0.7% +$6.75K 0.38% 44
2025
Q2
$976K Buy
14,062
+607
+5% +$37.3K 0.48% 39
2025
Q1
$830K Buy
13,455
+400
+3% +$24.6K 0.52% 39
2024
Q4
$773K Buy
13,055
+214
+2% +$12.2K 0.5% 39
2024
Q3
$683K Buy
12,841
+74
+0.6% +$3.6K 0.46% 42
2024
Q2
$607K Sell
12,767
-8,147
-39% -$387K 0.46% 40
2024
Q1
$1.04M Buy
20,914
+77
+0.4% +$3.84K 0.8% 30
2023
Q4
$1.05M Buy
20,837
+841
+4% +$43K 0.9% 29
2023
Q3
$1.08M Buy
19,996
+60
+0.3% +$3.24K 1.01% 24
2023
Q2
$1.03M Sell
19,936
-1,226
-6% -$60.3K 0.92% 27
2023
Q1
$1.11M Sell
21,162
-874
-4% -$42.7K 0.86% 27
2022
Q4
$1.05M Buy
+22,036
New +$1M 0.85% 30

Other funds holding CSCO

Waypoint Wealth Counsel's CSCO Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Cisco (CSCO) stake by 10% in Q2 2026, selling an estimated $131K and leaving 10,823 shares worth $1.27M. The position accounts for 0.8% of the portfolio, ranked #22.

Waypoint Wealth Counsel first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. 4,059 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Waypoint Wealth Counsel held 10,823 shares of Cisco worth $1.27M as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,253 Cisco shares in Q2 2026, an estimated $131K.
  • Cisco made up 0.8% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #22 holding.
  • Waypoint Wealth Counsel first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • 4,059 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.