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Morton Brown Family Wealth’s Cisco CSCO Stock Holding History

Morton Brown Family Wealth’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 		$94.5K Buy
805
+71
+10% +$7.42K 0.02% 96
2026
Q1 		$56.9K Hold
734
– – 0.02% 113
2025
Q4 		$56.5K Buy
734
+30
+4% +$2.23K 0.02% 109
2025
Q3 		$48.1K Hold
704
– – 0.01% 110
2025
Q2 		$48.8K Hold
704
– – 0.01% 109
2025
Q1 		$43.4K Hold
704
– – 0.01% 108
2024
Q4 		$41.7K Hold
704
– – 0.01% 111
2024
Q3 		$37.5K Hold
704
– – 0.01% 110
2024
Q2 		$33.8K Hold
704
– – 0.01% 108
2024
Q1 		$35.1K Hold
704
– – 0.01% 101
2023
Q4 		$35.6K Buy
704
+208
+42% +$10.6K 0.02% 118
2023
Q3 		$26.6K Hold
496
– – 0.01% 100
2023
Q2 		$25.6K Sell
496
-35
-7% -$1.72K 0.01% 98
2023
Q1 		$27.7K Buy
531
+35
+7% +$1.71K 0.02% 97
2022
Q4 		$23.6K Buy
496
+421
+561% +$19.2K 0.02% 93
2022
Q3 		$3K Sell
75
-84
-53% -$3.73K ﹤0.01% 158
2022
Q2 		$7K Buy
+159
New +$7.61K 0.01% 120
2022
Q1 		– Sell
-85
Closed -$5K – 159
2021
Q4 		$5K Buy
+85
New +$4.86K ﹤0.01% 135

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Morton Brown Family Wealth's CSCO Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Cisco (CSCO) stake by 9.7% in Q2 2026, buying an estimated $7.42K and bringing the position to 805 shares worth $94.5K. The position accounts for 0.02% of the portfolio, ranked #96.

Morton Brown Family Wealth first reported a position in CSCO in Q4 2021 and has held it in 18 quarters since. 1,888 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Morton Brown Family Wealth held 805 shares of Cisco worth $94.5K as of Q2 2026.
  • Morton Brown Family Wealth bought 71 Cisco shares in Q2 2026, an estimated $7.42K.
  • Cisco made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #96 holding.
  • Morton Brown Family Wealth first reported a position in Cisco in Q4 2021 and has held it in 18 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.