Avantra Family Wealth’s Cisco CSCO Stock Holding History

Avantra Family Wealth’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	$1.01M	Sell	8,621 -2,937	-25%	-$307K	0.65%	46
2026 Q1	$897K	Sell	11,558 -3,047	-21%	-$239K	0.67%	46
2025 Q4	$1.13M	Buy	14,605 +214	+1%	+$15.9K	0.82%	37
2025 Q3	$985K	Sell	14,391 -117	-0.8%	-$7.97K	0.74%	39
2025 Q2	$1.01M	Sell	14,508 -238	-2%	-$14.6K	0.83%	28
2025 Q1	$910K	Buy	14,746 +513	+4%	+$31.6K	0.87%	40
2024 Q4	$843K	Buy	+14,233	New	+$813K	0.79%	37

Other funds holding CSCO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Avantra Family Wealth's CSCO Position: Q2 2026 in Review

Avantra Family Wealth reduced its Cisco (CSCO) stake by 25% in Q2 2026, selling an estimated $307K and leaving 8,621 shares worth $1.01M. The position accounts for 0.65% of the portfolio, ranked #46.

Avantra Family Wealth first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2025. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Avantra Family Wealth held 8,621 shares of Cisco worth $1.01M as of Q2 2026.
Avantra Family Wealth sold 2,937 Cisco shares in Q2 2026, an estimated $307K.
Cisco made up 0.65% of Avantra Family Wealth's portfolio in Q2 2026, its #46 holding.
Avantra Family Wealth first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Cisco position peaked at $1.13M in Q4 2025.
2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.