AWE
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Avidian Wealth Enterprises’s Cisco CSCO Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$7.96M Buy
73,980
+11
+0% +$1.24K 0.22% 71
2026
Q2 		$8.69M Buy
73,969
+2,678
+4% +$280K 0.24% 71
2026
Q1 		$5.53M Buy
71,291
+43,810
+159% +$3.43M 0.18% 85
2025
Q4 		$2.12M Buy
27,481
+1,195
+5% +$88.7K 0.08% 133
2025
Q3 		$1.8M Buy
26,286
+1,497
+6% +$102K 0.07% 154
2025
Q2 		$1.72M Sell
24,789
-395
-2% -$24.3K 0.07% 147
2025
Q1 		$1.55M Buy
25,184
+1,082
+4% +$66.6K 0.07% 148
2024
Q4 		$1.43M Sell
24,102
-645
-3% -$36.8K 0.06% 149
2024
Q3 		$1.32M Sell
24,747
-376
-1% -$18.3K 0.06% 150
2024
Q2 		$1.19M Buy
25,123
+1,705
+7% +$81K 0.05% 162
2024
Q1 		$1.17M Buy
23,418
+545
+2% +$27.2K 0.06% 148
2023
Q4 		$1.16M Sell
22,873
-1,698
-7% -$86.8K 0.07% 153
2023
Q3 		$1.32M Sell
24,571
-2,174
-8% -$117K 0.09% 134
2023
Q2 		$1.38M Sell
26,745
-18,142
-40% -$892K 0.09% 149
2023
Q1 		$2.35M Sell
44,887
-3,658
-8% -$179K 0.13% 130
2022
Q4 		$2.31M Sell
48,545
-3,422
-7% -$156K 0.15% 113
2022
Q3 		$2.08M Sell
51,967
-1,938
-4% -$86K 0.15% 94
2022
Q2 		$2.3M Buy
53,905
+3,180
+6% +$152K 0.16% 98
2022
Q1 		$2.83M Sell
50,725
-8,801
-15% -$498K 0.17% 98
2021
Q4 		$3.77M Buy
59,526
+9,839
+20% +$562K 0.23% 79
2021
Q3 		$2.7M Buy
49,687
+3,382
+7% +$190K 0.21% 79
2021
Q2 		$2.45M Buy
46,305
+2,498
+6% +$131K 0.19% 87
2021
Q1 		$2.27M Buy
43,807
+6,338
+17% +$298K 0.19% 80
2020
Q4 		$1.68M Buy
37,469
+4,007
+12% +$165K 0.16% 87
2020
Q3 		$1.32M Buy
33,462
+4,929
+17% +$215K 0.15% 88
2020
Q2 		$1.33M Buy
28,533
+3,832
+16% +$168K 0.18% 77
2020
Q1 		$971K Buy
24,701
+10,081
+69% +$442K 0.16% 73
2019
Q4 		$701K Buy
14,620
+5,051
+53% +$235K 0.1% 86
2019
Q3 		$473K Buy
+9,569
New +$497K 0.08% 106
2019
Q2 		– Sell
-4,609
Closed -$249K – 148
2019
Q1 		$249K Buy
+4,609
New +$224K 0.06% 106

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Avidian Wealth Enterprises's CSCO Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Cisco (CSCO) stake by 0.01% in Q3 2026, buying an estimated $1.24K and bringing the position to 73,980 shares worth $7.96M. The position accounts for 0.22% of the portfolio, ranked #71.

Avidian Wealth Enterprises first reported a position in CSCO in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.69M in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Avidian Wealth Enterprises held 73,980 shares of Cisco worth $7.96M as of Q3 2026.
  • Avidian Wealth Enterprises bought 11 Cisco shares in Q3 2026, an estimated $1.24K.
  • Cisco made up 0.22% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #71 holding.
  • Avidian Wealth Enterprises first reported a position in Cisco in Q1 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Cisco position peaked at $8.69M in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.