Gratus Wealth Advisors’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$510K Buy
4,735
+372
+9% +$41.9K 0.07% 90
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

Gratus Wealth Advisors's CSCO Position: Q3 2026 in Review

Gratus Wealth Advisors increased its Cisco (CSCO) stake by 8.5% in Q3 2026, buying an estimated $41.9K and bringing the position to 4,735 shares worth $510K. 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 12 quarters since. The position peaked at $512K in Q2 2026. 1,838 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Gratus Wealth Advisors held 4,735 shares of Cisco worth $510K as of Q3 2026.
  • Gratus Wealth Advisors bought 372 Cisco shares in Q3 2026, an estimated $41.9K.
  • Cisco made up 0.07% of Gratus Wealth Advisors's portfolio in Q3 2026, its #90 holding.
  • Gratus Wealth Advisors first reported a position in Cisco in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's Cisco position peaked at $512K in Q2 2026.
  • 1,838 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.