Montis Financial
CSCO icon

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
Q3 		$534K Sell
4,965
-218
-4% -$24.6K 0.11% 94
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

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

Montis Financial's CSCO Position: Q3 2026 in Review

Montis Financial reduced its Cisco (CSCO) stake by 4.2% in Q3 2026, selling an estimated $24.6K and leaving 4,965 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #94.

Montis Financial first reported a position in CSCO in Q4 2020 and has held it in 24 quarters since. The position peaked at $722K in Q4 2021. 2,852 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Montis Financial held 4,965 shares of Cisco worth $534K as of Q3 2026.
  • Montis Financial sold 218 Cisco shares in Q3 2026, an estimated $24.6K.
  • Cisco made up 0.11% of Montis Financial's portfolio in Q3 2026, its #94 holding.
  • Montis Financial first reported a position in Cisco in Q4 2020 and has held it in 24 quarters since.
  • Montis Financial's Cisco position peaked at $722K in Q4 2021.
  • 2,852 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.