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Allium Financial Advisors’s Cisco CSCO Stock Holding History

Allium Financial 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 		$456K Sell
3,883
-273
-7% -$28.6K 0.3% 47
2026
Q1 		$322K Buy
4,156
+272
+7% +$21.3K 0.26% 52
2025
Q4 		$299K Hold
3,884
– – 0.24% 54
2025
Q3 		$266K Sell
3,884
-177
-4% -$12.1K 0.22% 62
2025
Q2 		$282K Sell
4,061
-80
-2% -$4.92K 0.25% 64
2025
Q1 		$256K Buy
+4,141
New +$255K 0.23% 61

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

Allium Financial Advisors's CSCO Position: Q2 2026 in Review

Allium Financial Advisors reduced its Cisco (CSCO) stake by 6.6% in Q2 2026, selling an estimated $28.6K and leaving 3,883 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #47.

Allium Financial Advisors first reported a position in CSCO in Q1 2025 and has held it in 6 quarters since. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Allium Financial Advisors held 3,883 shares of Cisco worth $456K as of Q2 2026.
  • Allium Financial Advisors sold 273 Cisco shares in Q2 2026, an estimated $28.6K.
  • Cisco made up 0.3% of Allium Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Allium Financial Advisors first reported a position in Cisco in Q1 2025 and has held it in 6 quarters since.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.