Avalon Capital Management’s Cisco CSCO Stock Holding History

Avalon Capital 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	$18M	Hold	153,311	–	–	4.25%	6
2026 Q1	$11.9M	Sell	153,311 -7,484	-5%	-$586K	3.36%	8
2025 Q4	$12.4M	Buy	160,795 +2	+0%	+$148	2.96%	9
2025 Q3	$11M	Hold	160,793	–	–	2.7%	9
2025 Q2	$11.2M	Hold	160,793	–	–	3%	8
2025 Q1	$9.92M	Hold	160,793	–	–	2.88%	9
2024 Q4	$9.52M	Sell	160,793 -239	-0.1%	-$13.7K	3.07%	7
2024 Q3	$8.57M	Buy	161,032 +70	+0%	+$3.4K	2.6%	10
2024 Q2	$7.65M	Sell	160,962 -191	-0.1%	-$9.07K	2.42%	11
2024 Q1	$8.04M	Buy	161,153 +151	+0.1%	+$7.53K	3.3%	11
2023 Q4	$8.13M	Buy	161,002 +1,000	+0.6%	+$51.1K	3.41%	11
2023 Q3	$8.6M	Hold	160,002	–	–	4.39%	8
2023 Q2	$8.28M	Buy	160,002 +500	+0.3%	+$24.6K	3.88%	8
2023 Q1	$8.34M	Hold	159,502	–	–	4.28%	9
2022 Q4	$7.6M	Buy	159,502 +75	+0%	+$3.41K	3.83%	9
2022 Q3	$6.38M	Hold	159,427	–	–	3.05%	12
2022 Q2	$6.8M	Hold	159,427	–	–	2.78%	13
2022 Q1	$7.81M	Buy	159,427 +4,977	+3%	+$282K	3%	13
2021 Q4	$9.79M	Buy	154,450 +14,378	+10%	+$821K	4.31%	8
2021 Q3	$7.62M	Buy	+140,072	New	+$7.86M	4.28%	11
2018 Q4	–	Sell	-26,135	Closed	-$1.27M	–	39
2018 Q3	$1.27M	Buy	+26,135	New	+$1.18M	1.16%	26

Other funds holding CSCO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avalon Capital Management's CSCO Position: Q2 2026 in Review

Avalon Capital Management held its Cisco (CSCO) position steady in Q2 2026 at 153,311 shares worth $18M. The position accounts for 4.25% of the portfolio, ranked #6.

Avalon Capital Management first reported a position in CSCO in Q3 2018 and has held it in 21 quarters since. 1,795 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Avalon Capital Management held 153,311 shares of Cisco worth $18M as of Q2 2026.
Avalon Capital Management left its Cisco share count unchanged in Q2 2026.
Cisco made up 4.25% of Avalon Capital Management's portfolio in Q2 2026, its #6 holding.
Avalon Capital Management first reported a position in Cisco in Q3 2018 and has held it in 21 quarters since.
1,795 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.