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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
Q2 		$501K Buy
4,269
+198
+5% +$20.7K 0.04% 134
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wescott Financial Advisory Group's CSCO Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Cisco (CSCO) stake by 4.9% in Q2 2026, buying an estimated $20.7K and bringing the position to 4,269 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #134.

Wescott Financial Advisory Group first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. 4,083 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Wescott Financial Advisory Group held 4,269 shares of Cisco worth $501K as of Q2 2026.
  • Wescott Financial Advisory Group bought 198 Cisco shares in Q2 2026, an estimated $20.7K.
  • Cisco made up 0.04% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #134 holding.
  • Wescott Financial Advisory Group first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • 4,083 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.