Morton Capital Management’s Cisco CSCO Stock Holding History

Morton Capital 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 Q2	$3.07M	Buy	26,158 +268	+1%	+$28K	0.42%	24
2026 Q1	$2.01M	Buy	25,890 +272	+1%	+$21.3K	0.3%	29
2025 Q4	$1.97M	Sell	25,618 -521	-2%	-$38.7K	0.3%	29
2025 Q3	$1.79M	Sell	26,139 -221	-0.8%	-$15.1K	0.29%	29
2025 Q2	$1.83M	Sell	26,360 -1,034	-4%	-$63.5K	0.32%	28
2025 Q1	$1.69M	Sell	27,394 -817	-3%	-$50.3K	0.33%	27
2024 Q4	$1.67M	Sell	28,211 -2,040	-7%	-$117K	0.31%	26
2024 Q3	$1.61M	Sell	30,251 -4,153	-12%	-$202K	0.32%	28
2024 Q2	$1.63M	Sell	34,404 -1,311	-4%	-$62.2K	0.39%	24
2024 Q1	$1.78M	Sell	35,715 -1,314	-4%	-$65.6K	0.48%	20
2023 Q4	$1.87M	Sell	37,029 -297	-0.8%	-$15.2K	0.56%	19
2023 Q3	$2.01M	Sell	37,326 -539	-1%	-$29.1K	0.71%	16
2023 Q2	$1.96M	Sell	37,865 -1,331	-3%	-$65.5K	0.67%	17
2023 Q1	$2.05M	Buy	39,196 +65	+0.2%	+$3.17K	0.72%	15
2022 Q4	$1.86M	Buy	39,131 +70	+0.2%	+$3.19K	0.73%	14
2022 Q3	$1.56M	Sell	39,061 -1,089	-3%	-$48.3K	0.71%	13
2022 Q2	$1.71M	Sell	40,150 -1,942	-5%	-$93K	0.75%	14
2022 Q1	$2.35M	Sell	42,092 -498	-1%	-$28.2K	0.96%	10
2021 Q4	$2.7M	Buy	+42,590	New	+$2.43M	1.09%	9

Other funds holding CSCO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Morton Capital Management's CSCO Position: Q2 2026 in Review

Morton Capital Management increased its Cisco (CSCO) stake by 1% in Q2 2026, buying an estimated $28K and bringing the position to 26,158 shares worth $3.07M. The position accounts for 0.42% of the portfolio, ranked #24.

Morton Capital Management first reported a position in CSCO in Q4 2021 and has held it in 19 quarters since. 1,243 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Morton Capital Management held 26,158 shares of Cisco worth $3.07M as of Q2 2026.
Morton Capital Management bought 268 Cisco shares in Q2 2026, an estimated $28K.
Cisco made up 0.42% of Morton Capital Management's portfolio in Q2 2026, its #24 holding.
Morton Capital Management first reported a position in Cisco in Q4 2021 and has held it in 19 quarters since.
1,243 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.