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Evelyn Partners Investment Management Services’s Cisco CSCO Stock Holding History

Evelyn Partners Investment Management Services’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 		$382K Sell
4,928
-1,905
-28% -$149K 0.05% 105
2025
Q4 		$526K Hold
6,833
– – 0.07% 101
2025
Q3 		$468K Buy
6,833
+2,035
+42% +$139K 0.06% 102
2025
Q2 		$333K Sell
4,798
-2,220
-32% -$136K 0.05% 107
2025
Q1 		$433K Hold
7,018
– – 0.07% 98
2024
Q4 		$415K Buy
+7,018
New +$401K 0.07% 95

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its Cisco (CSCO) stake by 28% in Q1 2026, selling an estimated $149K and leaving 4,928 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #105.

Evelyn Partners Investment Management Services first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $526K in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 4,928 shares of Cisco worth $382K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 1,905 Cisco shares in Q1 2026, an estimated $149K.
  • Cisco made up 0.05% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #105 holding.
  • Evelyn Partners Investment Management Services first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Cisco position peaked at $526K in Q4 2025.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

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