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Octavia Wealth Advisors’s Cisco CSCO Stock Holding History

Octavia Wealth 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 		$601K Sell
5,118
-205
-4% -$21.4K 0.05% 108
2026
Q1 		$413K Sell
5,323
-122
-2% -$9.55K 0.04% 145
2025
Q4 		$419K Sell
5,445
-377
-6% -$28K 0.04% 152
2025
Q3 		$398K Buy
5,822
+228
+4% +$15.5K 0.04% 159
2025
Q2 		$388K Buy
5,594
+199
+4% +$12.2K 0.04% 143
2025
Q1 		$333K Sell
5,395
-58
-1% -$3.57K 0.04% 159
2024
Q4 		$323K Buy
5,453
+113
+2% +$6.45K 0.04% 154
2024
Q3 		$284K Buy
5,340
+244
+5% +$11.9K 0.04% 173
2024
Q2 		$242K Buy
5,096
+388
+8% +$18.4K 0.03% 193
2024
Q1 		$235K Sell
4,708
-744
-14% -$37.1K 0.03% 192
2023
Q4 		$275K Buy
5,452
+1,709
+46% +$87.3K 0.05% 180
2023
Q3 		$201K Buy
+3,743
New +$202K 0.04% 191
2022
Q1 		– Sell
-3,222
Closed -$204K – 195
2021
Q4 		$204K Buy
+3,222
New +$184K 0.04% 186
2021
Q3 		– Sell
-3,822
Closed -$203K – 183
2021
Q2 		$203K Buy
+3,822
New +$201K 0.05% 162

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

Octavia Wealth Advisors's CSCO Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Cisco (CSCO) stake by 3.9% in Q2 2026, selling an estimated $21.4K and leaving 5,118 shares worth $601K. The position accounts for 0.05% of the portfolio, ranked #108.

Octavia Wealth Advisors first reported a position in CSCO in Q2 2021 and has held it in 14 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Octavia Wealth Advisors held 5,118 shares of Cisco worth $601K as of Q2 2026.
  • Octavia Wealth Advisors sold 205 Cisco shares in Q2 2026, an estimated $21.4K.
  • Cisco made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Octavia Wealth Advisors first reported a position in Cisco in Q2 2021 and has held it in 14 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.