MF
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Montis Financial’s Cisco CSCO Stock Holding History

Montis Financial’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 		$609K Buy
5,183
+287
+6% +$30K 0.12% 89
2026
Q1 		$380K Buy
4,896
+188
+4% +$14.7K 0.08% 108
2025
Q4 		$363K Buy
4,708
+1,308
+38% +$97.1K 0.07% 119
2025
Q3 		$233K Sell
3,400
-459
-12% -$31.3K 0.05% 145
2025
Q2 		$268K Buy
3,859
+4
+0.1% +$246 0.07% 116
2025
Q1 		$238K Sell
3,855
-3,997
-51% -$246K 0.07% 127
2024
Q4 		$465K Buy
7,852
+1,097
+16% +$62.7K 0.14% 92
2024
Q3 		$360K Buy
6,755
+1,355
+25% +$65.9K 0.13% 83
2024
Q2 		$257K Sell
5,400
-600
-10% -$28.5K 0.12% 68
2024
Q1 		$299K Buy
6,000
+377
+7% +$18.8K 0.14% 67
2023
Q4 		$284K Sell
5,623
-600
-10% -$30.7K 0.17% 56
2023
Q3 		$335K Sell
6,223
-600
-9% -$32.4K 0.22% 47
2023
Q2 		$353K Hold
6,823
– – 0.23% 40
2023
Q1 		$357K Hold
6,823
– – 0.28% 38
2022
Q4 		$325K Sell
6,823
-42
-0.6% -$1.91K 0.28% 38
2022
Q3 		$275K Hold
6,865
– – 0.27% 42
2022
Q2 		$293K Hold
6,865
– – 0.27% 43
2022
Q1 		$383K Sell
6,865
-4,530
-40% -$256K 0.3% 37
2021
Q4 		$722K Buy
11,395
+4,530
+66% +$259K 0.52% 24
2021
Q3 		$372K Buy
6,865
+42
+0.6% +$2.36K 0.32% 35
2021
Q2 		$362K Hold
6,823
– – 0.3% 43
2021
Q1 		$355K Sell
6,823
-1,600
-19% -$75.1K 0.33% 42
2020
Q4 		$385K Buy
+8,423
New +$346K 0.38% 38

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montis Financial's CSCO Position: Q2 2026 in Review

Montis Financial increased its Cisco (CSCO) stake by 5.9% in Q2 2026, buying an estimated $30K and bringing the position to 5,183 shares worth $609K. The position accounts for 0.12% of the portfolio, ranked #89.

Montis Financial first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $722K in Q4 2021. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Montis Financial held 5,183 shares of Cisco worth $609K as of Q2 2026.
  • Montis Financial bought 287 Cisco shares in Q2 2026, an estimated $30K.
  • Cisco made up 0.12% of Montis Financial's portfolio in Q2 2026, its #89 holding.
  • Montis Financial first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • Montis Financial's Cisco position peaked at $722K in Q4 2021.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.