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Oak Family Advisors’s Cisco CSCO Stock Holding History

Oak Family Advisors’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 		$638K Sell
5,429
-415
-7% -$43.4K 0.16% 80
2026
Q1 		$453K Sell
5,844
-778
-12% -$60.9K 0.13% 82
2025
Q4 		$510K Sell
6,622
-863
-12% -$64K 0.14% 77
2025
Q3 		$512K Buy
7,485
+1,055
+16% +$71.9K 0.13% 76
2025
Q2 		$446K Buy
6,430
+90
+1% +$5.53K 0.14% 72
2025
Q1 		$391K Sell
6,340
-2,649
-29% -$163K 0.13% 71
2024
Q4 		$532K Buy
8,989
+4,130
+85% +$236K 0.19% 72
2024
Q3 		$259K Sell
4,859
-1,000
-17% -$48.6K 0.08% 111
2024
Q2 		$278K Sell
5,859
-5,720
-49% -$272K 0.1% 104
2024
Q1 		$578K Sell
11,579
-723
-6% -$36.1K 0.22% 78
2023
Q4 		$621K Sell
12,302
-1,764
-13% -$90.1K 0.26% 77
2023
Q3 		$756K Sell
14,066
-779
-5% -$42K 0.36% 58
2023
Q2 		$768K Sell
14,845
-2,659
-15% -$131K 0.36% 58
2023
Q1 		$915K Buy
17,504
+5,368
+44% +$262K 0.45% 53
2022
Q4 		$578K Sell
12,136
-760
-6% -$34.6K 0.31% 67
2022
Q3 		$516K Hold
12,896
– – 0.28% 64
2022
Q2 		$550K Sell
12,896
-90
-0.7% -$4.31K 0.28% 65
2022
Q1 		$724K Sell
12,986
-723
-5% -$40.9K 0.28% 62
2021
Q4 		$869K Buy
13,709
+700
+5% +$40K 0.32% 62
2021
Q3 		$708K Buy
13,009
+643
+5% +$36.1K 0.26% 60
2021
Q2 		$655K Buy
12,366
+5,391
+77% +$284K 0.27% 56
2021
Q1 		$361K Sell
6,975
-1,132
-14% -$53.1K 0.16% 74
2020
Q4 		$363K Buy
+8,107
New +$333K 0.19% 71

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oak Family Advisors's CSCO Position: Q2 2026 in Review

Oak Family Advisors reduced its Cisco (CSCO) stake by 7.1% in Q2 2026, selling an estimated $43.4K and leaving 5,429 shares worth $638K. The position accounts for 0.16% of the portfolio, ranked #80.

Oak Family Advisors first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $915K in Q1 2023. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Oak Family Advisors held 5,429 shares of Cisco worth $638K as of Q2 2026.
  • Oak Family Advisors sold 415 Cisco shares in Q2 2026, an estimated $43.4K.
  • Cisco made up 0.16% of Oak Family Advisors's portfolio in Q2 2026, its #80 holding.
  • Oak Family Advisors first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's Cisco position peaked at $915K in Q1 2023.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.