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
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: Q1 2026 in Review

Evergreen Wealth Solutions increased its Cisco (CSCO) stake by 34% in Q1 2026, buying an estimated $404K and bringing the position to 20,510 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #124.

Evergreen Wealth Solutions first reported a position in CSCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q4 2021. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Evergreen Wealth Solutions held 20,510 shares of Cisco worth $1.59M as of Q1 2026.
  • Evergreen Wealth Solutions bought 5,158 Cisco shares in Q1 2026, an estimated $404K.
  • Cisco made up 0.11% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #124 holding.
  • Evergreen Wealth Solutions first reported a position in Cisco in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Cisco position peaked at $1.8M in Q4 2021.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.