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Wescott Financial Advisory Group’s Cisco CSCO Stock Holding History

Wescott Financial Advisory Group’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
Q1 		$316K Sell
4,071
-751
-16% -$58.8K 0.03% 154
2025
Q4 		$371K Buy
4,822
+310
+7% +$23K 0.03% 143
2025
Q3 		$309K Buy
4,512
+250
+6% +$17K 0.03% 151
2025
Q2 		$296K Sell
4,262
-266
-6% -$16.3K 0.03% 146
2025
Q1 		$279K Buy
4,528
+468
+12% +$28.8K 0.03% 144
2024
Q4 		$240K Buy
+4,060
New +$232K 0.02% 156

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wescott Financial Advisory Group's CSCO Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Cisco (CSCO) stake by 16% in Q1 2026, selling an estimated $58.8K and leaving 4,071 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #154.

Wescott Financial Advisory Group first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q4 2025. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Wescott Financial Advisory Group held 4,071 shares of Cisco worth $316K as of Q1 2026.
  • Wescott Financial Advisory Group sold 751 Cisco shares in Q1 2026, an estimated $58.8K.
  • Cisco made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #154 holding.
  • Wescott Financial Advisory Group first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
  • Wescott Financial Advisory Group's Cisco position peaked at $371K in Q4 2025.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.