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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
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 $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Allen Wealth Management's CSCO Position: Q2 2026 in Review

Allen Wealth Management reduced its Cisco (CSCO) stake by 11% in Q2 2026, selling an estimated $475K and leaving 35,216 shares worth $4.14M. The position accounts for 2.01% of the portfolio, ranked #7.

Allen Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 1,906 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Allen Wealth Management held 35,216 shares of Cisco worth $4.14M as of Q2 2026.
  • Allen Wealth Management sold 4,546 Cisco shares in Q2 2026, an estimated $475K.
  • Cisco made up 2.01% of Allen Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Allen Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
  • 1,906 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.