Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.6M Hold
90,019
4.64% 8
2026
Q1
$6.93M Hold
90,019
3.12% 12
2025
Q4
$6.93M Sell
90,019
-1,325
-1% -$98.3K 3.12% 12
2025
Q3
$6.25M Sell
91,344
-2,600
-3% -$177K 2.97% 13
2025
Q2
$6.52M Sell
93,944
-1,175
-1% -$72.2K 3.51% 12
2025
Q1
$5.87M Hold
95,119
2.79% 14
2024
Q4
$5.63M Hold
95,119
2.87% 14
2024
Q3
$5.06M Hold
95,119
2.61% 15
2024
Q2
$4.52M Sell
95,119
-1,159
-1% -$55K 2.51% 15
2024
Q1
$4.8M Sell
96,278
-165
-0.2% -$8.23K 2.75% 15
2023
Q4
$4.87M Hold
96,443
3% 16
2023
Q3
$5.18M Hold
96,443
3.41% 13
2023
Q2
$4.99M Sell
96,443
-400
-0.4% -$19.7K 3.14% 14
2023
Q1
$5.06M Hold
96,843
3.48% 11
2022
Q4
$4.61M Hold
96,843
3.47% 12
2022
Q3
$3.87M Sell
96,843
-1,465
-1% -$65K 2.72% 16
2022
Q2
$4.19M Hold
98,308
2.78% 15
2022
Q1
$5.48M Hold
98,308
2.9% 14
2021
Q4
$6.23M Sell
98,308
-3,000
-3% -$171K 3.1% 12
2021
Q3
$5.51M Hold
101,308
2.92% 12
2021
Q2
$5.37M Sell
101,308
-1,064
-1% -$56K 2.9% 12
2021
Q1
$5.29M Sell
102,372
-4,501
-4% -$211K 3.15% 13
2020
Q4
$4.78M Sell
106,873
-450
-0.4% -$18.5K 3.17% 13
2020
Q3
$4.23M Hold
107,323
3.31% 11
2020
Q2
$5M Buy
107,323
+12,955
+14% +$568K 3.91% 10
2020
Q1
$3.71M Sell
94,368
-650
-0.7% -$28.5K 3.5% 13
2019
Q4
$4.56M Buy
95,018
+1,030
+1% +$47.9K 2.98% 17
2019
Q3
$4.64M Hold
93,988
3.25% 16
2019
Q2
$5.14M Sell
93,988
-44,965
-32% -$2.48M 3.54% 10
2019
Q1
$7.5M Sell
138,953
-1,322
-0.9% -$64.2K 5.34% 2
2018
Q4
$6.08M Sell
140,275
-1,170
-0.8% -$53.5K 4.72% 3
2018
Q3
$6.88M Hold
141,445
4.65% 2
2018
Q2
$6.09M Hold
141,445
4.48% 4
2018
Q1
$6.07M Sell
141,445
-23,969
-14% -$1.02M 4.39% 5
2017
Q4
$6.33M Sell
165,414
-588
-0.4% -$21K 4.58% 5
2017
Q3
$5.58M Sell
166,002
-5,434
-3% -$173K 4.24% 6
2017
Q2
$5.37M Buy
171,436
+2
+0% +$65 3.95% 9
2017
Q1
$5.79M Sell
171,434
-599
-0.3% -$19.4K 4.36% 6
2016
Q4
$5.2M Buy
172,033
+422
+0.2% +$12.9K 4.18% 8
2016
Q3
$5.44M Buy
171,611
+291
+0.2% +$8.95K 4.36% 7
2016
Q2
$4.92M Buy
171,320
+2
+0% +$56 4.18% 7
2016
Q1
$4.88M Sell
171,318
-369
-0.2% -$9.49K 4.48% 7
2015
Q4
$4.66M Sell
171,687
-18,154
-10% -$501K 4.1% 8
2015
Q3
$4.98M Sell
189,841
-3,143
-2% -$84.9K 3.92% 8
2015
Q2
$5.3M Sell
192,984
-8,429
-4% -$242K 3.71% 12
2015
Q1
$5.54M Sell
201,413
-656
-0.3% -$18.5K 3.96% 12
2014
Q4
$5.62M Sell
202,069
-141
-0.1% -$3.64K 4% 13
2014
Q3
$5.09M Sell
202,210
-4,189
-2% -$105K 3.69% 13
2014
Q2
$5.13M Buy
206,399
+2
+0% +$48 3.68% 11
2014
Q1
$4.63M Buy
206,397
+1
+0% +$22 3.47% 14
2013
Q4
$4.63M Buy
206,396
+1
+0% +$22 3.45% 15
2013
Q3
$4.84M Sell
206,395
-199
-0.1% -$4.94K 3.76% 10
2013
Q2
$5.03M Buy
+206,594
New +$4.65M 4.24% 10

Other funds holding CSCO

Menlo Advisors's CSCO Position: Q2 2026 in Review

Menlo Advisors held its Cisco (CSCO) position steady in Q2 2026 at 90,019 shares worth $10.6M. The position accounts for 4.64% of the portfolio, ranked #8.

Menlo Advisors first reported a position in CSCO in Q2 2013 and has held it in 53 quarters since. 4,083 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Menlo Advisors held 90,019 shares of Cisco worth $10.6M as of Q2 2026.
  • Menlo Advisors left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 4.64% of Menlo Advisors's portfolio in Q2 2026, its #8 holding.
  • Menlo Advisors first reported a position in Cisco in Q2 2013 and has held it in 53 quarters since.
  • 4,083 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Menlo Advisors's 13F filing for Q2 2026, filed 10 Sep 2026.