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Evergreen Wealth Management’s Cisco CSCO Stock Holding History

Evergreen 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 		– Sell
-35,275
Closed -$2.74M – 56
2026
Q1 		$2.74M Buy
35,275
+419
+1% +$32.8K 1.41% 25
2025
Q4 		$2.68M Sell
34,856
-271
-0.8% -$20.1K 1.35% 25
2025
Q3 		$2.4M Buy
35,127
+455
+1% +$31K 1.26% 27
2025
Q2 		$2.41M Sell
34,672
-7,616
-18% -$468K 1.35% 25
2025
Q1 		$2.61M Buy
42,288
+1,014
+2% +$62.4K 1.56% 24
2024
Q4 		$2.44M Buy
41,274
+46
+0.1% +$2.63K 1.44% 26
2024
Q3 		$2.19M Buy
41,228
+11,848
+40% +$576K 1.32% 28
2024
Q2 		$1.4M Hold
29,380
– – 0.92% 40
2024
Q1 		$1.47M Hold
29,380
– – 0.99% 36
2023
Q4 		$1.48M Buy
29,380
+509
+2% +$26K 1.09% 33
2023
Q3 		$1.55M Buy
28,871
+402
+1% +$21.7K 1.23% 30
2023
Q2 		$1.47M Buy
28,469
+325
+1% +$16K 1.15% 34
2023
Q1 		$1.47M Buy
28,144
+28
+0.1% +$1.37K 1.31% 32
2022
Q4 		$1.34M Buy
+28,116
New +$1.28M 1.23% 31

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

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

Evergreen Wealth Management sold out of Cisco (CSCO) in Q2 2026, closing a stake of 35,275 shares — an estimated $2.74M sold.

Evergreen Wealth Management first reported a position in CSCO in Q4 2022 and held it in 14 quarters. The position peaked at $2.74M in Q1 2026. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Evergreen Wealth Management reported no remaining Cisco position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Management sold 35,275 Cisco shares in Q2 2026, an estimated $2.74M.
  • Evergreen Wealth Management first reported a position in Cisco in Q4 2022 and held it in 14 quarters.
  • Evergreen Wealth Management's Cisco position peaked at $2.74M in Q1 2026.
  • 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.