SEC 13F Intelligence

United Capital Financial Advisors, LLC / CSCO

United Capital Financial Advisors, LLC’s Cisco Sys Inc Position

Does United Capital Financial Advisors, LLC own Cisco Sys Inc (CSCO)? Yes — 762.0K shares worth $59M (+0.36% of its 13F portfolio) as of Q1 2026, down from 772.4K shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
762.0K
% of Portfolio
+0.36%
Quarters Held
30
currently held

Position History CSCO

Reported value by quarter
Q4 ’18: $89MQ4 ’18Q1 ’19: $109MQ2 ’19: $114MQ3 ’19: $97MQ4 ’19: $138MQ4 ’19Q1 ’20: $95MQ2 ’20: $107MQ3 ’20: $94MQ4 ’20: $109MQ4 ’20Q1 ’21: $132MQ2 ’21: $138MQ3 ’21: $143MQ4 ’21: $166MQ4 ’21Q1 ’22: $95MQ2 ’22: $77MQ3 ’22: $69MQ4 ’22: $85MQ4 ’22Q1 ’23: $95MQ2 ’23: $92MQ3 ’23: $84MQ4 ’23: $52MQ4 ’23Q1 ’24: $46MQ2 ’24: $37MQ3 ’24: $42MQ4 ’24: $46MQ4 ’24Q1 ’25: $48MQ2 ’25: $52MQ3 ’25: $53MQ4 ’25: $60MQ4 ’25Q1 ’26: $59Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026762.0K$59M+0.36%
Q4 2025772.4K$60M+0.36%
Q3 2025771.4K$53M+0.38%
Q2 2025755.5K$52M+0.42%
Q1 2025772.0K$48M+0.41%
Q4 2024778.9K$46M+0.39%
Q3 2024785.8K$42M+0.34%
Q2 2024781.6K$37M+0.32%
Q1 2024924.7K$46M+0.38%
Q4 20231.04M$52M+0.43%
Q3 20231.57M$84M+0.55%
Q2 20231.75M$92M+0.51%
Q1 20231.81M$95M+0.52%
Q4 20221.78M$85M+0.48%
Q3 20221.74M$69M+0.41%
Q2 20221.81M$77M+0.42%
Q1 20221.71M$95M+0.46%
Q4 20212.62M$166M+0.76%
Q3 20212.62M$143M+0.71%
Q2 20212.60M$138M+0.69%
Q1 20212.56M$132M+0.73%
Q4 20202.44M$109M+0.66%
Q3 20202.38M$94M+0.61%
Q2 20202.29M$107M+0.78%
Q1 20202.43M$95M+0.79%
Q4 20192.87M$138M+0.89%
Q3 20191.97M$97M+0.69%
Q2 20192.08M$114M+0.74%
Q1 20192.02M$109M+0.77%
Q4 20182.06M$89M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of CSCO.