Wealthquest’s Cisco CSCO Stock Holding History

Wealthquest’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	$467K	Buy	3,979 +717	+22%	+$75K	0.03%	101
2026 Q1	$253K	Buy	3,262 +230	+8%	+$18K	0.02%	127
2025 Q4	$234K	Buy	+3,032	New	+$225K	0.02%	129
2022 Q2	–	Sell	-3,416	Closed	-$216K	–	127
2022 Q1	$216K	Hold	3,416	–	–	0.03%	136
2021 Q4	$216K	Sell	3,416 -469	-12%	-$26.8K	0.03%	136
2021 Q3	$211K	Sell	3,885 -152	-4%	-$8.53K	0.04%	125
2021 Q2	$213K	Buy	+4,037	New	+$212K	0.04%	135
2020 Q3	–	Sell	-4,599	Closed	-$214K	–	112
2020 Q2	$214K	Buy	+4,599	New	+$202K	0.05%	99
2019 Q4	$251K	Buy	5,241 +60	+1%	+$2.79K	0.07%	114
2019 Q3	$255K	Buy	5,181 +638	+14%	+$33.2K	0.09%	110
2019 Q2	$248K	Sell	4,543 -1,369	-23%	-$75.6K	0.09%	107
2019 Q1	$319K	Sell	5,912 -630	-10%	-$30.6K	0.12%	93
2018 Q4	$283K	Buy	+6,542	New	+$299K	0.12%	100

Other funds holding CSCO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Wealthquest's CSCO Position: Q2 2026 in Review

Wealthquest increased its Cisco (CSCO) stake by 22% in Q2 2026, buying an estimated $75K and bringing the position to 3,979 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #101.

Wealthquest first reported a position in CSCO in Q4 2018 and has held it in 13 quarters since. 1,519 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Wealthquest held 3,979 shares of Cisco worth $467K as of Q2 2026.
Wealthquest bought 717 Cisco shares in Q2 2026, an estimated $75K.
Cisco made up 0.03% of Wealthquest's portfolio in Q2 2026, its #101 holding.
Wealthquest first reported a position in Cisco in Q4 2018 and has held it in 13 quarters since.
1,519 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.