Allen Wealth Management
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Allen Wealth Management’s Cisco CSCO Stock Holding History

Allen 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
Q3 		$2.87M Sell
26,686
-8,530
-24% -$961K 1.4% 10
2026
Q2 		$4.14M Sell
35,216
-4,546
-11% -$475K 2.01% 7
2026
Q1 		$3.09M Sell
39,762
-1,517
-4% -$119K 1.54% 11
2025
Q4 		$3.18M Sell
41,279
-1,976
-5% -$147K 1.91% 9
2025
Q3 		$2.96M Sell
43,255
-6,963
-14% -$475K 2.01% 8
2025
Q2 		$3.48M Sell
50,218
-4,224
-8% -$260K 2.44% 7
2025
Q1 		$3.36M Sell
54,442
-84
-0.2% -$5.17K 2.31% 7
2024
Q4 		$3.23M Sell
54,526
-1,675
-3% -$95.7K 2.31% 7
2024
Q3 		$2.99M Buy
56,201
+1,046
+2% +$50.9K 2.07% 8
2024
Q2 		$2.62M Buy
55,155
+1,735
+3% +$82.4K 2.33% 8
2024
Q1 		$2.67M Buy
53,420
+37
+0.1% +$1.85K 2.35% 8
2023
Q4 		$2.7M Buy
+53,383
New +$2.73M 2.64% 8

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Allen Wealth Management's CSCO Position: Q3 2026 in Review

Allen Wealth Management reduced its Cisco (CSCO) stake by 24% in Q3 2026, selling an estimated $961K and leaving 26,686 shares worth $2.87M. The position accounts for 1.4% of the portfolio, ranked #10.

Allen Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.14M in Q2 2026. 1,838 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Allen Wealth Management held 26,686 shares of Cisco worth $2.87M as of Q3 2026.
  • Allen Wealth Management sold 8,530 Cisco shares in Q3 2026, an estimated $961K.
  • Cisco made up 1.4% of Allen Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Allen Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Cisco position peaked at $4.14M in Q2 2026.
  • 1,838 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.