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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
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

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

Aletheian Wealth Advisors's CSCO Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Cisco (CSCO) stake by 14% in Q2 2026, buying an estimated $48.2K and bringing the position to 3,728 shares worth $438K. The position accounts for 0.19% of the portfolio, ranked #68.

Aletheian Wealth Advisors first reported a position in CSCO in Q1 2025 and has held it in 5 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Aletheian Wealth Advisors held 3,728 shares of Cisco worth $438K as of Q2 2026.
  • Aletheian Wealth Advisors bought 461 Cisco shares in Q2 2026, an estimated $48.2K.
  • Cisco made up 0.19% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Aletheian Wealth Advisors first reported a position in Cisco in Q1 2025 and has held it in 5 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.