Evergreen Wealth Solutions’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.27M Sell
20,045
-465
-2% -$48.6K 0.12% 129
2026
Q1
$1.59M Buy
20,510
+5,158
+34% +$404K 0.11% 124
2025
Q4
$1.18M Sell
15,352
-1,079
-7% -$80.1K 0.17% 70
2025
Q3
$1.12M Sell
16,431
-1,616
-9% -$110K 0.63% 31
2025
Q2
$1.25M Buy
18,047
+529
+3% +$32.5K 0.75% 31
2025
Q1
$1.08M Sell
17,518
-2,730
-13% -$168K 0.73% 27
2024
Q4
$1.2M Buy
20,248
+1,944
+11% +$111K 0.84% 22
2024
Q3
$974K Sell
18,304
-4,162
-19% -$202K 0.66% 24
2024
Q2
$1.07M Sell
22,466
-2,475
-10% -$118K 0.76% 25
2024
Q1
$1.24M Sell
24,941
-1,438
-5% -$71.7K 0.92% 25
2023
Q4
$1.33M Sell
26,379
-1,111
-4% -$56.8K 1.14% 23
2023
Q3
$1.48M Sell
27,490
-1,315
-5% -$71K 1.49% 15
2023
Q2
$1.49M Buy
28,805
+637
+2% +$31.3K 1.5% 16
2023
Q1
$1.47M Buy
28,168
+1,811
+7% +$88.4K 1.7% 14
2022
Q4
$1.26M Buy
26,357
+643
+3% +$29.3K 1.66% 19
2022
Q3
$1.03M Sell
25,714
-1,381
-5% -$61.3K 1.46% 24
2022
Q2
$1.16M Sell
27,095
-919
-3% -$44K 1.42% 23
2022
Q1
$1.56M Sell
28,014
-328
-1% -$18.6K 1.51% 14
2021
Q4
$1.8M Buy
+28,342
New +$1.62M 1.63% 13

Other funds holding CSCO

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

Evergreen Wealth Solutions reduced its Cisco (CSCO) stake by 2.3% in Q2 2026, selling an estimated $48.6K and leaving 20,045 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #129.

Evergreen Wealth Solutions first reported a position in CSCO in Q4 2021 and has held it in 19 quarters since. 4,076 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Evergreen Wealth Solutions held 20,045 shares of Cisco worth $2.27M as of Q2 2026.
  • Evergreen Wealth Solutions sold 465 Cisco shares in Q2 2026, an estimated $48.6K.
  • Cisco made up 0.12% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #129 holding.
  • Evergreen Wealth Solutions first reported a position in Cisco in Q4 2021 and has held it in 19 quarters since.
  • 4,076 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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