Whelan Financial’s Cisco CSCO Stock Holding History

Whelan Financial’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	$570K	Buy	4,851 +165	+4%	+$17.3K	0.16%	52
2026 Q1	$364K	Buy	4,686 +546	+13%	+$42.7K	0.11%	63
2025 Q4	$319K	Sell	4,140 -118	-3%	-$8.76K	0.1%	65
2025 Q3	$291K	Buy	4,258 +854	+25%	+$58.2K	0.09%	67
2025 Q2	$236K	Buy	3,404 +161	+5%	+$9.89K	0.09%	59
2025 Q1	$200K	Buy	+3,243	New	+$200K	0.08%	61
2024 Q1	–	Sell	-4,284	Closed	-$216K	–	44
2023 Q4	$216K	Buy	4,284 +22	+0.5%	+$1.12K	0.1%	35
2023 Q3	$229K	Buy	4,262 +75	+2%	+$4.05K	0.12%	31
2023 Q2	$217K	Buy	4,187 +19	+0.5%	+$935	0.11%	29
2023 Q1	$218K	Buy	+4,168	New	+$204K	0.12%	29
2022 Q2	–	Sell	-3,796	Closed	-$212K	–	23
2022 Q1	$212K	Buy	3,796 +17	+0.4%	+$962	0.13%	21
2021 Q4	$239K	Buy	3,779 +18	+0.5%	+$1.03K	0.15%	14
2021 Q3	$205K	Buy	+3,761	New	+$211K	0.19%	16

Other funds holding CSCO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whelan Financial's CSCO Position: Q2 2026 in Review

Whelan Financial increased its Cisco (CSCO) stake by 3.5% in Q2 2026, buying an estimated $17.3K and bringing the position to 4,851 shares worth $570K. The position accounts for 0.16% of the portfolio, ranked #52.

Whelan Financial first reported a position in CSCO in Q3 2021 and has held it in 13 quarters since. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Whelan Financial held 4,851 shares of Cisco worth $570K as of Q2 2026.
Whelan Financial bought 165 Cisco shares in Q2 2026, an estimated $17.3K.
Cisco made up 0.16% of Whelan Financial's portfolio in Q2 2026, its #52 holding.
Whelan Financial first reported a position in Cisco in Q3 2021 and has held it in 13 quarters since.
2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.