Exencial Wealth Advisors’s Cisco CSCO Stock Holding History

Exencial Wealth Advisors’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
2022 Q2	–	Sell	-2,400	Closed	-$134K	–	428
2022 Q1	$134K	Hold	2,400	–	–	0.01%	439
2021 Q4	$152K	Buy	+2,400	New	+$137K	0.01%	460
2021 Q1	–	Sell	-24	Closed	-$552K	–	427
2020 Q4	$552K	Sell	24 -2,576	-99%	-$106K	0.04%	237
2020 Q3	$102K	Buy	+2,600	New	+$113K	0.01%	348

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Exencial Wealth Advisors's CSCO Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Cisco (CSCO) stake by 3.2% in Q1 2026, selling an estimated $517K and leaving 199,426 shares worth $15.5M. The position accounts for 0.48% of the portfolio, ranked #59.

Exencial Wealth Advisors first reported a position in CSCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.9M in Q4 2025. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Exencial Wealth Advisors held 199,426 shares of Cisco worth $15.5M as of Q1 2026.
Exencial Wealth Advisors sold 6,607 Cisco shares in Q1 2026, an estimated $517K.
Cisco made up 0.48% of Exencial Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Exencial Wealth Advisors first reported a position in Cisco in Q2 2013 and has held it in 52 quarters since.
Exencial Wealth Advisors's Cisco position peaked at $15.9M in Q4 2025.
3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.