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Montz Harcus Wealth Management’s Cisco CSCO Stock Holding History

Montz Harcus Wealth Management’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 		$291K Sell
2,704
-91
-3% -$10.3K 0.1% 76
2026
Q2 		$328K Buy
2,795
+145
+5% +$15.2K 0.12% 69
2026
Q1 		$206K Sell
2,650
-88
-3% -$6.89K 0.08% 89
2025
Q4 		$211K Buy
+2,738
New +$203K 0.09% 86
2024
Q2 		– Sell
-4,173
Closed -$208K – 70
2024
Q1 		$208K Sell
4,173
-69
-2% -$3.44K 0.14% 66
2023
Q4 		$214K Sell
4,242
-250
-6% -$12.8K 0.16% 53
2023
Q3 		$241K Sell
4,492
-51
-1% -$2.75K 0.21% 43
2023
Q2 		$235K Sell
4,543
-17
-0.4% -$836 0.19% 50
2023
Q1 		$238K Sell
4,560
-289
-6% -$14.1K 0.22% 46
2022
Q4 		$231K Buy
+4,849
New +$221K 0.23% 45
2022
Q3 		– Sell
-4,769
Closed -$203K – 52
2022
Q2 		$203K Buy
4,769
+35
+0.7% +$1.68K 0.21% 51
2022
Q1 		$264K Buy
4,734
+30
+0.6% +$1.7K 0.24% 45
2021
Q4 		$298K Buy
+4,704
New +$269K 0.26% 37

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Montz Harcus Wealth Management's CSCO Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its Cisco (CSCO) stake by 3.3% in Q3 2026, selling an estimated $10.3K and leaving 2,704 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #76.

Montz Harcus Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 13 quarters since. The position peaked at $328K in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Montz Harcus Wealth Management held 2,704 shares of Cisco worth $291K as of Q3 2026.
  • Montz Harcus Wealth Management sold 91 Cisco shares in Q3 2026, an estimated $10.3K.
  • Cisco made up 0.1% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Montz Harcus Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 13 quarters since.
  • Montz Harcus Wealth Management's Cisco position peaked at $328K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.