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Aletheian Wealth Advisors’s Cisco CSCO Stock Holding History

Aletheian Wealth Advisors’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
Q3 		$410K Buy
3,806
+78
+2% +$8.79K 0.16% 71
2026
Q2 		$438K Buy
3,728
+461
+14% +$48.2K 0.19% 68
2026
Q1 		$253K Buy
+3,267
New +$256K 0.12% 80
2025
Q3 		$249K Buy
3,637
+51
+1% +$3.48K 0.12% 84
2025
Q2 		$249K Sell
3,586
-353
-9% -$21.7K 0.12% 83
2025
Q1 		$243K Buy
+3,939
New +$243K 0.14% 77

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Aletheian Wealth Advisors's CSCO Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Cisco (CSCO) stake by 2.1% in Q3 2026, buying an estimated $8.79K and bringing the position to 3,806 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #71.

Aletheian Wealth Advisors first reported a position in CSCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $438K in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Aletheian Wealth Advisors held 3,806 shares of Cisco worth $410K as of Q3 2026.
  • Aletheian Wealth Advisors bought 78 Cisco shares in Q3 2026, an estimated $8.79K.
  • Cisco made up 0.16% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #71 holding.
  • Aletheian Wealth Advisors first reported a position in Cisco in Q1 2025 and has held it in 6 quarters since.
  • Aletheian Wealth Advisors's Cisco position peaked at $438K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.