EWM
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Evermay Wealth Management’s Cisco CSCO Stock Holding History

Evermay 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 		$1.42M Sell
12,055
-704
-6% -$73.6K 0.15% 65
2026
Q1 		$990K Sell
12,759
-455
-3% -$35.6K 0.11% 86
2025
Q4 		$1.02M Sell
13,214
-238
-2% -$17.7K 0.11% 85
2025
Q3 		$920K Sell
13,452
-649
-5% -$44.2K 0.11% 88
2025
Q2 		$978K Sell
14,101
-271
-2% -$16.7K 0.12% 84
2025
Q1 		$887K Sell
14,372
-1,761
-11% -$108K 0.12% 84
2024
Q4 		$955K Sell
16,133
-30
-0.2% -$1.71K 0.14% 79
2024
Q3 		$860K Sell
16,163
-2,607
-14% -$127K 0.14% 87
2024
Q2 		$892K Sell
18,770
-386
-2% -$18.3K 0.14% 87
2024
Q1 		$956K Buy
19,156
+367
+2% +$18.3K 0.14% 82
2023
Q4 		$949K Sell
18,789
-624
-3% -$31.9K 0.18% 66
2023
Q3 		$1.04M Sell
19,413
-226
-1% -$12.2K 0.21% 54
2023
Q2 		$1.02M Buy
19,639
+31
+0.2% +$1.52K 0.2% 53
2023
Q1 		$1.03M Sell
19,608
-1,075
-5% -$52.5K 0.21% 53
2022
Q4 		$985K Sell
20,683
-520
-2% -$23.7K 0.2% 57
2022
Q3 		$848K Sell
21,203
-555
-3% -$24.6K 0.17% 62
2022
Q2 		$928K Sell
21,758
-643
-3% -$30.8K 0.18% 58
2022
Q1 		$1.25M Sell
22,401
-2,339
-9% -$132K 0.21% 53
2021
Q4 		$1.57M Buy
24,740
+631
+3% +$36.1K 0.28% 33
2021
Q3 		$1.31M Sell
24,109
-817
-3% -$45.8K 0.25% 34
2021
Q2 		$1.32M Sell
24,926
-406
-2% -$21.4K 0.24% 38
2021
Q1 		$1.31M Buy
25,332
+689
+3% +$32.3K 0.26% 37
2020
Q4 		$1.1M Sell
24,643
-2,063
-8% -$84.8K 0.24% 41
2020
Q3 		$1.05M Buy
26,706
+1,782
+7% +$77.7K 0.26% 40
2020
Q2 		$1.16M Sell
24,924
-499
-2% -$21.9K 0.31% 37
2020
Q1 		$999K Buy
25,423
+816
+3% +$35.8K 0.3% 37
2019
Q4 		$1.18M Buy
24,607
+1,425
+6% +$66.2K 0.29% 42
2019
Q3 		$1.15M Buy
23,182
+1,015
+5% +$52.8K 0.31% 39
2019
Q2 		$1.21M Sell
22,167
-1,425
-6% -$78.7K 0.34% 36
2019
Q1 		$1.27M Sell
23,592
-779
-3% -$37.9K 0.36% 33
2018
Q4 		$1.06M Buy
24,371
+468
+2% +$21.4K 0.34% 36
2018
Q3 		$1.16M Sell
23,903
-8,855
-27% -$398K 0.36% 33
2018
Q2 		$1.41M Buy
32,758
+334
+1% +$14.6K 0.47% 27
2018
Q1 		$1.39M Buy
32,424
+13,996
+76% +$594K 0.48% 26
2017
Q4 		$706K Buy
18,428
+9,600
+109% +$343K 0.26% 46
2017
Q3 		$297K Buy
8,828
+199
+2% +$6.33K 0.13% 69
2017
Q2 		$270K Sell
8,629
-459
-5% -$15K 0.12% 76
2017
Q1 		$307K Sell
9,088
-1,404
-13% -$45.5K 0.14% 62
2016
Q4 		$317K Hold
10,492
– – 0.16% 51
2016
Q3 		$333K Buy
10,492
+106
+1% +$3.26K 0.17% 48
2016
Q2 		$298K Buy
10,386
+1,101
+12% +$30.9K 0.16% 52
2016
Q1 		$264K Sell
9,285
-133
-1% -$3.42K 0.15% 60
2015
Q4 		$256K Sell
9,418
-4,480
-32% -$124K 0.15% 59
2015
Q3 		$365K Buy
13,898
+1,691
+14% +$45.7K 0.22% 44
2015
Q2 		$335K Sell
12,207
-850
-7% -$24.4K 0.2% 54
2015
Q1 		$359K Sell
13,057
-2,999
-19% -$84.4K 0.21% 49
2014
Q4 		$447K Sell
16,056
-440
-3% -$11.4K 0.29% 45
2014
Q3 		$415K Sell
16,496
-99
-0.6% -$2.49K 0.36% 44
2014
Q2 		$412K Buy
+16,595
New +$396K 0.36% 42

Other funds holding CSCO

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

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

Evermay Wealth Management reduced its Cisco (CSCO) stake by 5.5% in Q2 2026, selling an estimated $73.6K and leaving 12,055 shares worth $1.42M. The position accounts for 0.15% of the portfolio, ranked #65.

Evermay Wealth Management first reported a position in CSCO in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.57M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Evermay Wealth Management held 12,055 shares of Cisco worth $1.42M as of Q2 2026.
  • Evermay Wealth Management sold 704 Cisco shares in Q2 2026, an estimated $73.6K.
  • Cisco made up 0.15% of Evermay Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Evermay Wealth Management first reported a position in Cisco in Q2 2014 and has held it in 49 quarters since.
  • Evermay Wealth Management's Cisco position peaked at $1.57M in Q4 2021.
  • 2,125 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.