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Crux Wealth Advisors’s Cisco CSCO Stock Holding History

Crux 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 		$269K Buy
+2,290
New +$239K 0.09% 166
2025
Q1 		– Sell
-3,446
Closed -$204K – 169
2024
Q4 		$204K Buy
+3,446
New +$197K 0.11% 145

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Crux Wealth Advisors opened a new position in Cisco (CSCO) in Q2 2026: 2,290 shares worth $269K. The stake represents 0.09% of the portfolio and ranks #166 among its holdings. This is a return to the name: Crux Wealth Advisors previously reported a position in CSCO as recently as Q4 2024.

Crux Wealth Advisors first reported a position in CSCO in Q4 2024 and has held it in 2 quarters since. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Crux Wealth Advisors held 2,290 shares of Cisco worth $269K as of Q2 2026.
  • Cisco was a new Crux Wealth Advisors position in Q2 2026.
  • Cisco made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Crux Wealth Advisors first reported a position in Cisco in Q4 2024 and has held it in 2 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.