Evercore Wealth Management’s Cisco CSCO Stock Holding History

Evercore Wealth 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 Q2	$20M	Sell	170,027 -5,202	-3%	-$544K	0.28%	55
2026 Q1	$13.6M	Sell	175,229 -7,081	-4%	-$554K	0.21%	57
2025 Q4	$14M	Buy	182,310 +3,662	+2%	+$272K	0.21%	59
2025 Q3	$12.2M	Buy	178,648 +2,761	+2%	+$188K	0.18%	65
2025 Q2	$12.2M	Sell	175,887 -13,783	-7%	-$847K	0.19%	62
2025 Q1	$11.7M	Sell	189,670 -17,085	-8%	-$1.05M	0.19%	61
2024 Q4	$12.2M	Sell	206,755 -3,296	-2%	-$188K	0.18%	59
2024 Q3	$11.2M	Sell	210,051 -17,408	-8%	-$847K	0.17%	62
2024 Q2	$10.8M	Sell	227,459 -11,090	-5%	-$527K	0.17%	62
2024 Q1	$11.9M	Sell	238,549 -13,180	-5%	-$658K	0.19%	59
2023 Q4	$12.7M	Sell	251,729 -4,198	-2%	-$214K	0.21%	58
2023 Q3	$13.8M	Sell	255,927 -5,519	-2%	-$298K	0.26%	56
2023 Q2	$13.5M	Sell	261,446 -5,627	-2%	-$277K	0.25%	56
2023 Q1	$14M	Buy	267,073 +375	+0.1%	+$18.3K	0.28%	57
2022 Q4	$12.7M	Sell	266,698 -19,075	-7%	-$868K	0.27%	59
2022 Q3	$11.4M	Sell	285,773 -10,244	-3%	-$454K	0.26%	59
2022 Q2	$12.6M	Sell	296,017 -59,404	-17%	-$2.84M	0.27%	59
2022 Q1	$19.8M	Sell	355,421 -4,336	-1%	-$245K	0.35%	49
2021 Q4	$22.8M	Buy	359,757 +4,545	+1%	+$260K	0.37%	49
2021 Q3	$19.3M	Sell	355,212 -7,559	-2%	-$424K	0.35%	51
2021 Q2	$19.2M	Sell	362,771 -4,550	-1%	-$239K	0.35%	48
2021 Q1	$19M	Sell	367,321 -17,402	-5%	-$817K	0.38%	47
2020 Q4	$17.2M	Buy	384,723 +8,809	+2%	+$362K	0.37%	50
2020 Q3	$14.8M	Sell	375,914 -18,707	-5%	-$815K	0.36%	51
2020 Q2	$18.4M	Buy	394,621 +9,343	+2%	+$410K	0.49%	46
2020 Q1	$15.1M	Sell	385,278 -6,325	-2%	-$277K	0.5%	46
2019 Q4	$18.8M	Sell	391,603 -2,775	-0.7%	-$129K	0.51%	46
2019 Q3	$19.5M	Buy	394,378 +6,893	+2%	+$358K	0.57%	45
2019 Q2	$21.2M	Buy	387,485 +17,890	+5%	+$988K	0.64%	42
2019 Q1	$20M	Buy	369,595 +4,892	+1%	+$238K	0.64%	42
2018 Q4	$15.8M	Sell	364,703 -2,092	-0.6%	-$95.7K	0.6%	44
2018 Q3	$17.8M	Sell	366,795 -16,500	-4%	-$742K	0.57%	47
2018 Q2	$16.5M	Buy	383,295 +42,189	+12%	+$1.84M	0.56%	48
2018 Q1	$14.6M	Sell	341,106 -10,824	-3%	-$459K	0.56%	49
2017 Q4	$13.5M	Sell	351,930 -5,968	-2%	-$213K	0.5%	47
2017 Q3	$12M	Sell	357,898 -3,927	-1%	-$125K	0.47%	50
2017 Q2	$11.3M	Sell	361,825 -8,150	-2%	-$266K	0.44%	52
2017 Q1	$12.5M	Buy	369,975 +6,053	+2%	+$196K	0.49%	49
2016 Q4	$11M	Sell	363,922 -9,137	-2%	-$279K	0.46%	52
2016 Q3	$11.8M	Sell	373,059 -336	-0.1%	-$10.3K	0.49%	54
2016 Q2	$10.7M	Sell	373,395 -11,772	-3%	-$330K	0.47%	55
2016 Q1	$11M	Sell	385,167 -12,896	-3%	-$332K	0.48%	54
2015 Q4	$10.8M	Buy	398,063 +6,050	+2%	+$167K	0.5%	57
2015 Q3	$10.3M	Sell	392,013 -26,129	-6%	-$706K	0.49%	57
2015 Q2	$11.5M	Sell	418,142 -8,890	-2%	-$255K	0.52%	55
2015 Q1	$11.8M	Sell	427,032 -30,798	-7%	-$867K	0.54%	55
2014 Q4	$12.7M	Sell	457,830 -8,383	-2%	-$216K	0.63%	51
2014 Q3	$11.7M	Buy	466,213 +6,537	+1%	+$164K	0.59%	53
2014 Q2	$11.4M	Sell	459,676 -29,016	-6%	-$692K	0.59%	53
2014 Q1	$10.9M	Sell	488,692 -76,790	-14%	-$1.7M	0.61%	54
2013 Q4	$12.7M	Sell	565,482 -28,640	-5%	-$634K	0.7%	51
2013 Q3	$13.9M	Sell	594,122 -56,170	-9%	-$1.39M	0.8%	41
2013 Q2	$15.8M	Buy	+650,292	New	+$14.6M	0.9%	33

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evercore Wealth Management's CSCO Position: Q2 2026 in Review

Evercore Wealth Management reduced its Cisco (CSCO) stake by 3% in Q2 2026, selling an estimated $544K and leaving 170,027 shares worth $20M. The position accounts for 0.28% of the portfolio, ranked #55.

Evercore Wealth Management first reported a position in CSCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.8M in Q4 2021. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Evercore Wealth Management held 170,027 shares of Cisco worth $20M as of Q2 2026.
Evercore Wealth Management sold 5,202 Cisco shares in Q2 2026, an estimated $544K.
Cisco made up 0.28% of Evercore Wealth Management's portfolio in Q2 2026, its #55 holding.
Evercore Wealth Management first reported a position in Cisco in Q2 2013 and has held it in 53 quarters since.
Evercore Wealth Management's Cisco position peaked at $22.8M in Q4 2021.
4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.