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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Montis Financial's CSCO Position: Q1 2026 in Review

Montis Financial increased its Cisco (CSCO) stake by 4% in Q1 2026, buying an estimated $14.7K and bringing the position to 4,896 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #108.

Montis Financial first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $722K in Q4 2021. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Montis Financial held 4,896 shares of Cisco worth $380K as of Q1 2026.
  • Montis Financial bought 188 Cisco shares in Q1 2026, an estimated $14.7K.
  • Cisco made up 0.08% of Montis Financial's portfolio in Q1 2026, its #108 holding.
  • Montis Financial first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Cisco position peaked at $722K in Q4 2021.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.