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Wellspring Financial Advisors’s Cisco CSCO Stock Holding History

Wellspring Financial 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 		$2.75M Buy
23,380
+1,439
+7% +$150K 0.18% 54
2026
Q1 		$1.7M Buy
21,941
+13,229
+152% +$1.04M 0.13% 64
2025
Q4 		$671K Buy
8,712
+1,620
+23% +$120K 0.05% 119
2025
Q3 		$485K Buy
+7,092
New +$483K 0.04% 87

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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
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

Wellspring Financial Advisors's CSCO Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Cisco (CSCO) stake by 6.6% in Q2 2026, buying an estimated $150K and bringing the position to 23,380 shares worth $2.75M. The position accounts for 0.18% of the portfolio, ranked #54.

Wellspring Financial Advisors first reported a position in CSCO in Q3 2025 and has held it in 4 quarters since. 1,397 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Wellspring Financial Advisors held 23,380 shares of Cisco worth $2.75M as of Q2 2026.
  • Wellspring Financial Advisors bought 1,439 Cisco shares in Q2 2026, an estimated $150K.
  • Cisco made up 0.18% of Wellspring Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Wellspring Financial Advisors first reported a position in Cisco in Q3 2025 and has held it in 4 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.