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Evelyn Partners Asset Management’s Cisco CSCO Stock Holding History

Evelyn Partners Asset 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
Q1 		$783K Hold
10,091
– – 0.19% 67
2025
Q4 		$777K Sell
10,091
-825
-8% -$61.2K 0.18% 69
2025
Q3 		$747K Sell
10,916
-1,845
-14% -$126K 0.17% 69
2025
Q2 		$885K Sell
12,761
-339
-3% -$20.8K 0.22% 62
2025
Q1 		$808K Sell
13,100
-57
-0.4% -$3.51K 0.23% 61
2024
Q4 		$779K Buy
+13,157
New +$751K 0.21% 61

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evelyn Partners Asset Management's CSCO Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Cisco (CSCO) position steady in Q1 2026 at 10,091 shares worth $783K. The position accounts for 0.19% of the portfolio, ranked #67.

Evelyn Partners Asset Management first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $885K in Q2 2025. 3,742 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Evelyn Partners Asset Management held 10,091 shares of Cisco worth $783K as of Q1 2026.
  • Evelyn Partners Asset Management left its Cisco share count unchanged in Q1 2026.
  • Cisco made up 0.19% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #67 holding.
  • Evelyn Partners Asset Management first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Cisco position peaked at $885K in Q2 2025.
  • 3,742 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.