WFAG
CSCO icon

Worth Financial Advisory Group’s Cisco CSCO Stock Holding History

Worth 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 		– Sell
-3,983
Closed -$307K – 67
2025
Q4 		$307K Sell
3,983
-194
-5% -$14.4K 0.15% 144
2025
Q3 		$286K Sell
4,177
-706
-14% -$48.1K 0.16% 124
2025
Q2 		$339K Buy
4,883
+147
+3% +$9.03K 0.21% 105
2025
Q1 		$292K Sell
4,736
-506
-10% -$31.2K 0.19% 120
2024
Q4 		$310K Sell
5,242
-688
-12% -$39.3K 0.19% 110
2024
Q3 		$316K Buy
5,930
+456
+8% +$22.2K 0.19% 115
2024
Q2 		$260K Sell
5,474
-607
-10% -$28.8K 0.17% 123
2024
Q1 		$303K Buy
6,081
+299
+5% +$14.9K 0.21% 108
2023
Q4 		$292K Buy
5,782
+10
+0.2% +$511 0.23% 97
2023
Q3 		$310K Sell
5,772
-469
-8% -$25.3K 0.28% 92
2023
Q2 		$323K Buy
6,241
+523
+9% +$25.7K 0.3% 89
2023
Q1 		$299K Buy
5,718
+317
+6% +$15.5K 0.29% 88
2022
Q4 		$257K Buy
+5,401
New +$246K 0.3% 88

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

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

Worth Financial Advisory Group sold out of Cisco (CSCO) in Q1 2026, closing a stake of 3,983 shares — an estimated $307K sold.

Worth Financial Advisory Group first reported a position in CSCO in Q4 2022 and held it in 13 quarters. The position peaked at $339K in Q2 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Cisco position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 3,983 Cisco shares in Q1 2026, an estimated $307K.
  • Worth Financial Advisory Group first reported a position in Cisco in Q4 2022 and held it in 13 quarters.
  • Worth Financial Advisory Group's Cisco position peaked at $339K in Q2 2025.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.