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Wealth Management Associates’s Cisco CSCO Stock Holding History

Wealth Management Associates’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 		$1.54M Buy
13,083
+2,466
+23% +$258K 0.42% 48
2026
Q1 		$824K Hold
10,617
– – 0.28% 74
2025
Q4 		$818K Sell
10,617
-98
-0.9% -$7.27K 0.28% 69
2025
Q3 		$733K Sell
10,715
-673
-6% -$45.9K 0.26% 72
2025
Q2 		$790K Sell
11,388
-173
-1% -$10.6K 0.31% 64
2025
Q1 		$713K Buy
11,561
+3
+0% +$185 0.31% 64
2024
Q4 		$684K Hold
11,558
– – 0.29% 69
2024
Q3 		$615K Hold
11,558
– – 0.27% 76
2024
Q2 		$549K Hold
11,558
– – 0.26% 79
2024
Q1 		$549K Sell
11,558
-1,552
-12% -$77.4K 0.26% 79
2023
Q4 		$662K Sell
13,110
-670
-5% -$34.2K 0.35% 67
2023
Q3 		$741K Buy
13,780
+857
+7% +$46.2K 0.43% 59
2023
Q2 		$669K Sell
12,923
-201
-2% -$9.89K 0.38% 60
2023
Q1 		$686K Buy
13,124
+5
+0% +$244 0.42% 59
2022
Q4 		$625K Buy
13,119
+681
+5% +$31K 0.42% 60
2022
Q3 		$498K Buy
12,438
+140
+1% +$6.21K 0.35% 76
2022
Q2 		$524K Sell
12,298
-971
-7% -$46.5K 0.36% 67
2022
Q1 		$740K Sell
13,269
-428
-3% -$24.2K 0.42% 61
2021
Q4 		$868K Buy
13,697
+297
+2% +$17K 0.47% 51
2021
Q3 		$729K Buy
13,400
+291
+2% +$16.3K 0.43% 58
2021
Q2 		$695K Buy
13,109
+1,393
+12% +$73.3K 0.39% 61
2021
Q1 		$606K Buy
11,716
+359
+3% +$16.9K 0.38% 63
2020
Q4 		$508K Sell
11,357
-964
-8% -$39.6K 0.33% 74
2020
Q3 		$485K Sell
12,321
-16
-0.1% -$697 0.38% 63
2020
Q2 		$575K Buy
12,337
+1,659
+16% +$72.8K 0.49% 53
2020
Q1 		$420K Buy
10,678
+734
+7% +$32.2K 0.42% 55
2019
Q4 		$477K Buy
9,944
+798
+9% +$37.1K 0.34% 72
2019
Q3 		$452K Buy
9,146
+5,310
+138% +$276K 0.36% 68
2019
Q2 		$210K Buy
+3,836
New +$212K 0.21% 91

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Management Associates's CSCO Position: Q2 2026 in Review

Wealth Management Associates increased its Cisco (CSCO) stake by 23% in Q2 2026, buying an estimated $258K and bringing the position to 13,083 shares worth $1.54M. The position accounts for 0.42% of the portfolio, ranked #48.

Wealth Management Associates first reported a position in CSCO in Q2 2019 and has held it in 29 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Wealth Management Associates held 13,083 shares of Cisco worth $1.54M as of Q2 2026.
  • Wealth Management Associates bought 2,466 Cisco shares in Q2 2026, an estimated $258K.
  • Cisco made up 0.42% of Wealth Management Associates's portfolio in Q2 2026, its #48 holding.
  • Wealth Management Associates first reported a position in Cisco in Q2 2019 and has held it in 29 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.