SEC 13F Intelligence

Ep Wealth Advisors, LLC / CSCO

Ep Wealth Advisors, LLC’s Cisco Sys Inc Position

Does Ep Wealth Advisors, LLC own Cisco Sys Inc (CSCO)? Yes — 1.04M shares worth $81M (+0.40% of its 13F portfolio) as of Q1 2026, down from 1.05M shares the prior filed quarter.

Position Value
$81M
Q1 2026
Shares
1.04M
% of Portfolio
+0.40%
Quarters Held
27
currently held

Position History CSCO

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $18MQ3 ’19: $16MQ4 ’19: $14MQ4 ’19Q1 ’20: $15MQ2 ’20: $20MQ3 ’20: $18MQ4 ’20: $22MQ4 ’20Q1 ’21: $35MQ2 ’21: $38MQ3 ’21: $41MQ4 ’21: $50MQ4 ’21Q1 ’22: $46MQ2 ’22: $37MQ4 ’22: $38MQ2 ’23: $56MQ2 ’23Q3 ’23: $59MQ4 ’23: $57MQ1 ’24: $58MQ2 ’24: $60MQ2 ’24Q3 ’24: $72MQ4 ’24: $73MQ1 ’25: $73MQ2 ’25: $79MQ2 ’25Q4 ’25: $81MQ1 ’26: $81Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.04M$81M+0.40%
Q4 20251.05M$81M+0.42%
Q2 20251.14M$79M+0.52%
Q1 20251.18M$73M+0.58%
Q4 20241.23M$73M+0.59%
Q3 20241.35M$72M+0.62%
Q2 20241.26M$60M+0.64%
Q1 20241.17M$58M+0.68%
Q4 20231.12M$57M+0.72%
Q3 20231.09M$59M+0.91%
Q2 202316.6K$56M+0.80%
Q4 2022949.5K$38M+0.86%
Q2 2022868.5K$37M+0.83%
Q1 2022826.0K$46M+1.01%
Q4 2021786.8K$50M+1.18%
Q3 2021749.9K$41M+1.12%
Q2 2021725.5K$38M+1.07%
Q1 2021671.0K$35M+1.10%
Q4 2020497.0K$22M+0.78%
Q3 2020446.8K$18M+0.76%
Q2 2020423.0K$20M+0.84%
Q1 2020385.4K$15M+0.74%
Q4 2019295.5K$14M+0.58%
Q3 2019330.2K$16M+0.81%
Q2 2019326.6K$18M+1.12%
Q1 201934.3K$2M+0.18%
Q4 201831.5K$1M+0.11%

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