Wealthspire Advisors (New York)’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.73M Sell
86,730
-3,586
-4% -$281K 0.05% 140
2025
Q4
$6.96M Buy
90,316
+34,498
+62% +$2.56M 0.06% 135
2025
Q3
$3.82M Sell
55,818
-6,504
-10% -$443K 0.02% 192
2025
Q2
$4.32M Sell
62,322
-1,334
-2% -$82K 0.02% 172
2025
Q1
$3.93M Buy
63,656
+814
+1% +$50.1K 0.02% 181
2024
Q4
$3.72M Buy
62,842
+1,057
+2% +$60.4K 0.04% 172
2024
Q3
$3.29M Sell
61,785
-4,160
-6% -$202K 0.03% 178
2024
Q2
$3.13M Sell
65,945
-4,151
-6% -$197K 0.04% 146
2024
Q1
$3.5M Sell
70,096
-6,485
-8% -$324K 0.05% 136
2023
Q4
$3.87M Buy
76,581
+5,196
+7% +$265K 0.06% 125
2023
Q3
$3.84M Buy
71,385
+23,194
+48% +$1.25M 0.06% 117
2023
Q2
$2.49M Sell
48,191
-1,902
-4% -$93.6K 0.04% 131
2023
Q1
$2.62M Sell
50,093
-13,324
-21% -$651K 0.04% 129
2022
Q4
$3.02M Buy
63,417
+6,563
+12% +$299K 0.06% 121
2022
Q3
$2.27M Buy
56,854
+7,322
+15% +$325K 0.05% 133
2022
Q2
$2.11M Buy
49,532
+24,421
+97% +$1.17M 0.04% 141
2022
Q1
$1.4M Sell
25,111
-22,150
-47% -$1.25M 0.03% 155
2021
Q4
$3M Buy
47,261
+3,101
+7% +$177K 0.07% 109
2021
Q3
$2.4M Buy
44,160
+30,373
+220% +$1.7M 0.05% 144
2021
Q2
$731K Sell
13,787
-69,162
-83% -$3.64M 0.02% 187
2021
Q1
$4.29M Buy
82,949
+19,458
+31% +$913K 0.1% 98
2020
Q4
$2.84M Buy
63,491
+17,889
+39% +$735K 0.08% 106
2020
Q3
$1.8M Buy
45,602
+5,300
+13% +$231K 0.11% 89
2020
Q2
$1.88M Sell
40,302
-57,718
-59% -$2.53M 0.13% 70
2020
Q1
$3.85M Buy
98,020
+70,262
+253% +$3.08M 0.16% 76
2019
Q4
$1.33M Buy
27,758
+5,553
+25% +$258K 0.1% 53
2019
Q3
$1.1M Buy
22,205
+16,108
+264% +$837K 0.09% 43
2019
Q2
$334K Buy
+6,097
New +$337K 0.03% 65
2019
Q1
Sell
-38,538
Closed -$1.67M 211
2018
Q4
$1.67M Buy
+38,538
New +$1.76M 0.16% 22

Other funds holding CSCO

Wealthspire Advisors (New York)'s CSCO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Cisco (CSCO) stake by 4% in Q1 2026, selling an estimated $281K and leaving 86,730 shares worth $6.73M. The position accounts for 0.05% of the portfolio, ranked #140.

Wealthspire Advisors (New York) first reported a position in CSCO in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.96M in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Wealthspire Advisors (New York) held 86,730 shares of Cisco worth $6.73M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,586 Cisco shares in Q1 2026, an estimated $281K.
  • Cisco made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #140 holding.
  • Wealthspire Advisors (New York) first reported a position in Cisco in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Cisco position peaked at $6.96M in Q4 2025.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.