Gratus Wealth Advisors’s Cisco CSCO Stock Holding History

Gratus 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
2026 Q2	$512K	Hold	4,363	–	–	0.07%	90
2026 Q1	$339K	Buy	4,363 +352	+9%	+$27.6K	0.05%	109
2025 Q4	$309K	Hold	4,011	–	–	0.04%	113
2025 Q3	$274K	Hold	4,011	–	–	0.04%	120
2025 Q2	$278K	Sell	4,011 -23	-0.6%	-$1.41K	0.04%	114
2025 Q1	$249K	Hold	4,034	–	–	0.04%	116
2024 Q4	$239K	Sell	4,034 -290	-7%	-$16.6K	0.04%	121
2024 Q3	$227K	Sell	4,324 -2,533	-37%	-$123K	0.04%	129
2024 Q2	$324K	Hold	6,857	–	–	0.06%	104
2024 Q1	$330K	Buy	6,857 +131	+2%	+$6.54K	0.06%	105
2023 Q4	$340K	Buy	+6,726	New	+$344K	0.07%	106

Other funds holding CSCO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Gratus Wealth Advisors's CSCO Position: Q2 2026 in Review

Gratus Wealth Advisors held its Cisco (CSCO) position steady in Q2 2026 at 4,363 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #90.

Gratus Wealth Advisors first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 1,888 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Gratus Wealth Advisors held 4,363 shares of Cisco worth $512K as of Q2 2026.
Gratus Wealth Advisors left its Cisco share count unchanged in Q2 2026.
Cisco made up 0.07% of Gratus Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Gratus Wealth Advisors first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
1,888 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.