Avaii Wealth Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$643K Sell
5,476
-427
-7% -$44.7K 0.19% 70
2026
Q1
$458K Sell
5,903
-874
-13% -$68.4K 0.16% 78
2025
Q4
$522K Buy
6,777
+1,331
+24% +$98.8K 0.19% 70
2025
Q3
$373K Buy
5,446
+1,179
+28% +$80.4K 0.14% 93
2025
Q2
$296K Buy
+4,267
New +$262K 0.13% 100

Other funds holding CSCO

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

Avaii Wealth Management reduced its Cisco (CSCO) stake by 7.2% in Q2 2026, selling an estimated $44.7K and leaving 5,476 shares worth $643K. The position accounts for 0.19% of the portfolio, ranked #70.

Avaii Wealth Management first reported a position in CSCO in Q2 2025 and has held it in 5 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Avaii Wealth Management held 5,476 shares of Cisco worth $643K as of Q2 2026.
  • Avaii Wealth Management sold 427 Cisco shares in Q2 2026, an estimated $44.7K.
  • Cisco made up 0.19% of Avaii Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Avaii Wealth Management first reported a position in Cisco in Q2 2025 and has held it in 5 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.