GoalVest Advisory
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GoalVest Advisory’s Cisco CSCO Stock Holding History

GoalVest Advisory’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
Q3 		$2.48M Sell
23,071
-177
-0.8% -$19.9K 0.43% 33
2026
Q2 		$2.73M Sell
23,248
-724
-3% -$75.7K 0.51% 27
2026
Q1 		$1.86M Sell
23,972
-4,682
-16% -$367K 0.36% 44
2025
Q4 		$2.21M Sell
28,654
-20,753
-42% -$1.54M 0.42% 31
2025
Q3 		$3.38M Buy
49,407
+1,200
+2% +$81.8K 0.72% 23
2025
Q2 		$3.34M Buy
48,207
+828
+2% +$50.9K 0.83% 19
2025
Q1 		$2.92M Buy
47,379
+2,819
+6% +$174K 0.8% 21
2024
Q4 		$2.64M Buy
44,560
+14,355
+48% +$820K 0.72% 23
2024
Q3 		$1.61M Buy
30,205
+29
+0.1% +$1.41K 0.46% 38
2024
Q2 		$1.43M Buy
30,176
+1,049
+4% +$49.8K 0.46% 34
2024
Q1 		$1.45M Buy
29,127
+7,035
+32% +$351K 0.48% 33
2023
Q4 		$1.12M Buy
22,092
+2,643
+14% +$135K 0.49% 33
2023
Q3 		$1.05M Buy
19,449
+1,019
+6% +$55K 0.52% 30
2023
Q2 		$954K Sell
18,430
-6,996
-28% -$344K 0.49% 33
2023
Q1 		$1.33M Buy
25,426
+1,820
+8% +$88.9K 0.78% 23
2022
Q4 		$1.12M Buy
23,606
+1,026
+5% +$46.7K 0.73% 34
2022
Q3 		$903K Sell
22,580
-2,822
-11% -$125K 0.63% 41
2022
Q2 		$1.07M Buy
25,402
+8,539
+51% +$409K 0.68% 41
2022
Q1 		$940K Buy
+16,863
New +$954K 0.53% 50
2021
Q2 		$286K Buy
5,399
+5,349
+10,698% +$281K 0.18% 110
2021
Q1 		$3K Sell
50
-22,009
-100% -$1.03M ﹤0.01% 169
2020
Q4 		$987K Buy
+22,059
New +$907K 0.83% 33

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GoalVest Advisory's CSCO Position: Q3 2026 in Review

GoalVest Advisory reduced its Cisco (CSCO) stake by 0.76% in Q3 2026, selling an estimated $19.9K and leaving 23,071 shares worth $2.48M. The position accounts for 0.43% of the portfolio, ranked #33.

GoalVest Advisory first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.38M in Q3 2025. 1,838 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • GoalVest Advisory held 23,071 shares of Cisco worth $2.48M as of Q3 2026.
  • GoalVest Advisory sold 177 Cisco shares in Q3 2026, an estimated $19.9K.
  • Cisco made up 0.43% of GoalVest Advisory's portfolio in Q3 2026, its #33 holding.
  • GoalVest Advisory first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Cisco position peaked at $3.38M in Q3 2025.
  • 1,838 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.