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Amplius Wealth Advisors’s Cisco CSCO Stock Holding History

Amplius 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 		$899K Buy
7,652
+2,416
+46% +$253K 0.07% 83
2026
Q1 		$406K Sell
5,236
-200
-4% -$15.7K 0.03% 121
2025
Q4 		$419K Sell
5,436
-56
-1% -$4.16K 0.04% 120
2025
Q3 		$376K Sell
5,492
-2,325
-30% -$158K 0.03% 128
2025
Q2 		$542K Buy
7,817
+317
+4% +$19.5K 0.05% 110
2025
Q1 		$463K Sell
7,500
-485
-6% -$29.9K 0.05% 116
2024
Q4 		$473K Buy
7,985
+52
+0.7% +$2.97K 0.05% 110
2024
Q3 		$422K Sell
7,933
-469
-6% -$22.8K 0.05% 109
2024
Q2 		$399K Sell
8,402
-213
-2% -$10.1K 0.04% 108
2024
Q1 		$430K Buy
8,615
+419
+5% +$20.9K 0.05% 108
2023
Q4 		$414K Sell
8,196
-37
-0.4% -$1.89K 0.05% 107
2023
Q3 		$443K Sell
8,233
-101
-1% -$5.45K 0.06% 100
2023
Q2 		$431K Sell
8,334
-186
-2% -$9.15K 0.06% 105
2023
Q1 		$445K Buy
8,520
+307
+4% +$15K 0.06% 105
2022
Q4 		$391K Buy
8,213
+78
+1% +$3.55K 0.06% 105
2022
Q3 		$325K Buy
8,135
+380
+5% +$16.9K 0.06% 111
2022
Q2 		$330K Sell
7,755
-926
-11% -$44.3K 0.05% 125
2022
Q1 		$484K Sell
8,681
-56
-0.6% -$3.17K 0.07% 104
2021
Q4 		$553K Buy
+8,737
New +$499K 0.08% 100

Other funds holding CSCO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Cisco (CSCO) stake by 46% in Q2 2026, buying an estimated $253K and bringing the position to 7,652 shares worth $899K. The position accounts for 0.07% of the portfolio, ranked #83.

Amplius Wealth Advisors first reported a position in CSCO in Q4 2021 and has held it in 19 quarters since. 1,390 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Amplius Wealth Advisors held 7,652 shares of Cisco worth $899K as of Q2 2026.
  • Amplius Wealth Advisors bought 2,416 Cisco shares in Q2 2026, an estimated $253K.
  • Cisco made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Amplius Wealth Advisors first reported a position in Cisco in Q4 2021 and has held it in 19 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.