Mills Wealth Advisors
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Mills Wealth Advisors’s Cisco CSCO Stock Holding History

Mills 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
Q3 		$293K Sell
2,726
-23
-0.8% -$2.59K 0.09% 68
2026
Q2 		$323K Sell
2,749
-46
-2% -$4.81K 0.1% 62
2026
Q1 		$217K Buy
2,795
+46
+2% +$3.6K 0.08% 78
2025
Q4 		$212K Buy
+2,749
New +$204K 0.08% 69

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

Mills Wealth Advisors reduced its Cisco (CSCO) stake by 0.84% in Q3 2026, selling an estimated $2.59K and leaving 2,726 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #68.

Mills Wealth Advisors first reported a position in CSCO in Q4 2025 and has held it in 4 quarters since. The position peaked at $323K in Q2 2026. 2,852 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Mills Wealth Advisors held 2,726 shares of Cisco worth $293K as of Q3 2026.
  • Mills Wealth Advisors sold 23 Cisco shares in Q3 2026, an estimated $2.59K.
  • Cisco made up 0.09% of Mills Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Mills Wealth Advisors first reported a position in Cisco in Q4 2025 and has held it in 4 quarters since.
  • Mills Wealth Advisors's Cisco position peaked at $323K in Q2 2026.
  • 2,852 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.