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WestHill Financial Advisors’s Cisco CSCO Stock Holding History

WestHill 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
Q3 		$508K Sell
4,721
-207
-4% -$23.3K 0.09% 53
2026
Q2 		$579K Buy
4,928
+19
+0.4% +$1.99K 0.1% 45
2026
Q1 		$381K Sell
4,909
-86
-2% -$6.73K 0.07% 54
2025
Q4 		$385K Buy
4,995
+591
+13% +$43.9K 0.07% 55
2025
Q3 		$301K Sell
4,404
-216
-5% -$14.7K 0.06% 57
2025
Q2 		$321K Buy
4,620
+67
+1% +$4.12K 0.07% 54
2025
Q1 		$281K Hold
4,553
– – 0.06% 56
2024
Q4 		$270K Buy
4,553
+375
+9% +$21.4K 0.06% 60
2024
Q3 		$222K Sell
4,178
-185
-4% -$9K 0.05% 69
2024
Q2 		$207K Buy
4,363
+308
+8% +$14.6K 0.05% 67
2024
Q1 		$202K Buy
+4,055
New +$202K 0.05% 73

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WestHill Financial Advisors's CSCO Position: Q3 2026 in Review

WestHill Financial Advisors reduced its Cisco (CSCO) stake by 4.2% in Q3 2026, selling an estimated $23.3K and leaving 4,721 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #53.

WestHill Financial Advisors first reported a position in CSCO in Q1 2024 and has held it in 11 quarters since. The position peaked at $579K in Q2 2026. 490 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • WestHill Financial Advisors held 4,721 shares of Cisco worth $508K as of Q3 2026.
  • WestHill Financial Advisors sold 207 Cisco shares in Q3 2026, an estimated $23.3K.
  • Cisco made up 0.09% of WestHill Financial Advisors's portfolio in Q3 2026, its #53 holding.
  • WestHill Financial Advisors first reported a position in Cisco in Q1 2024 and has held it in 11 quarters since.
  • WestHill Financial Advisors's Cisco position peaked at $579K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.