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Xcel Wealth Management’s Cisco CSCO Stock Holding History

Xcel Wealth Management’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 		$1.07M Sell
9,138
-1,850
-17% -$193K 0.26% 73
2026
Q1 		$853K Buy
10,988
+400
+4% +$31.3K 0.24% 73
2025
Q4 		$816K Buy
10,588
+240
+2% +$17.8K 0.21% 79
2025
Q3 		$708K Buy
+10,348
New +$705K 0.18% 83
2023
Q3 		– Sell
-7,241
Closed -$375K – 110
2023
Q2 		$375K Hold
7,241
– – 0.12% 101
2023
Q1 		$379K Buy
7,241
+297
+4% +$14.5K 0.13% 100
2022
Q4 		$331K Sell
6,944
-75
-1% -$3.41K 0.13% 102
2022
Q3 		$281K Sell
7,019
-202
-3% -$8.96K 0.1% 108
2022
Q2 		$308K Sell
7,221
-378
-5% -$18.1K 0.11% 104
2022
Q1 		$424K Sell
7,599
-2,850
-27% -$161K 0.12% 105
2021
Q4 		$662K Sell
10,449
-138
-1% -$7.88K 0.17% 88
2021
Q3 		$576K Buy
10,587
+3,150
+42% +$177K 0.17% 90
2021
Q2 		$394K Buy
7,437
+1,233
+20% +$64.9K 0.12% 112
2021
Q1 		$321K Sell
6,204
-793
-11% -$37.2K 0.11% 106
2020
Q4 		$313K Sell
6,997
-176
-2% -$7.23K 0.14% 97
2020
Q3 		$282K Sell
7,173
-2,694
-27% -$117K 0.15% 93
2020
Q2 		$460K Buy
9,867
+2,494
+34% +$109K 0.29% 69
2020
Q1 		$289K Buy
7,373
+525
+8% +$23K 0.26% 65
2019
Q4 		$328K Sell
6,848
-116
-2% -$5.39K 0.27% 58
2019
Q3 		$344K Buy
6,964
+15
+0.2% +$780 0.32% 54
2019
Q2 		$380K Buy
6,949
+186
+3% +$10.3K 0.37% 55
2019
Q1 		$365K Sell
6,763
-1,313
-16% -$63.8K 0.38% 55
2018
Q4 		$349K Buy
+8,076
New +$370K 0.43% 50

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

Xcel Wealth Management's CSCO Position: Q2 2026 in Review

Xcel Wealth Management reduced its Cisco (CSCO) stake by 17% in Q2 2026, selling an estimated $193K and leaving 9,138 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #73.

Xcel Wealth Management first reported a position in CSCO in Q4 2018 and has held it in 23 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Xcel Wealth Management held 9,138 shares of Cisco worth $1.07M as of Q2 2026.
  • Xcel Wealth Management sold 1,850 Cisco shares in Q2 2026, an estimated $193K.
  • Cisco made up 0.26% of Xcel Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Xcel Wealth Management first reported a position in Cisco in Q4 2018 and has held it in 23 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.