Wealth Enhancement Trust Services
CSCO icon

Wealth Enhancement Trust Services’s Cisco CSCO Stock Holding History

Wealth Enhancement Trust Services’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
Q3 		$1.92M Sell
17,824
-500
-3% -$56.3K 0.2% 101
2026
Q2 		$2.15M Sell
18,324
-1,117
-6% -$117K 0.24% 89
2026
Q1 		$1.51M Sell
19,441
-130
-0.7% -$10.2K 0.18% 109
2025
Q4 		$1.51M Buy
+19,571
New +$1.45M 0.19% 99

Other funds holding CSCO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Trust Services's CSCO Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Cisco (CSCO) stake by 2.7% in Q3 2026, selling an estimated $56.3K and leaving 17,824 shares worth $1.92M. The position accounts for 0.2% of the portfolio, ranked #101.

Wealth Enhancement Trust Services first reported a position in CSCO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.15M in Q2 2026. 3,227 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Wealth Enhancement Trust Services held 17,824 shares of Cisco worth $1.92M as of Q3 2026.
  • Wealth Enhancement Trust Services sold 500 Cisco shares in Q3 2026, an estimated $56.3K.
  • Cisco made up 0.2% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #101 holding.
  • Wealth Enhancement Trust Services first reported a position in Cisco in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Cisco position peaked at $2.15M in Q2 2026.
  • 3,227 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.