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Wealth Preservation Advisors’s Cisco CSCO Stock Holding History

Wealth Preservation 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
2026
Q2 		– Sell
-495
Closed -$38.4K – 278
2026
Q1 		$38.4K Sell
495
-157
-24% -$12.3K 0.03% 206
2025
Q4 		$50.2K Sell
652
-5
-0.8% -$371 0.03% 200
2025
Q3 		$45K Sell
657
-4
-0.6% -$273 0.03% 192
2025
Q2 		$45.9K Hold
661
– – 0.03% 192
2025
Q1 		$40.8K Buy
+661
New +$40.7K 0.03% 198

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 Preservation Advisors's CSCO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Cisco (CSCO) in Q2 2026, closing a stake of 495 shares — an estimated $38.4K sold.

Wealth Preservation Advisors first reported a position in CSCO in Q1 2025 and held it in 5 quarters. The position peaked at $50.2K in Q4 2025. 4,085 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Cisco position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 495 Cisco shares in Q2 2026, an estimated $38.4K.
  • Wealth Preservation Advisors first reported a position in Cisco in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Cisco position peaked at $50.2K in Q4 2025.
  • 4,085 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.