WealthPoint Financial’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
$618K Sell
5,258
-1,310
-20% -$137K 0.45% 53
2026
Q1
$510K Buy
6,568
+1,617
+33% +$127K 0.43% 60
2025
Q4
$381K Buy
+4,951
New +$367K 0.33% 73

Other funds holding CSCO

WealthPoint Financial's CSCO Position: Q2 2026 in Review

WealthPoint Financial reduced its Cisco (CSCO) stake by 20% in Q2 2026, selling an estimated $137K and leaving 5,258 shares worth $618K. The position accounts for 0.45% of the portfolio, ranked #53.

WealthPoint Financial first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • WealthPoint Financial held 5,258 shares of Cisco worth $618K as of Q2 2026.
  • WealthPoint Financial sold 1,310 Cisco shares in Q2 2026, an estimated $137K.
  • Cisco made up 0.45% of WealthPoint Financial's portfolio in Q2 2026, its #53 holding.
  • WealthPoint Financial first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.