Optivise Advisory Services’s Cisco CSCO Stock Holding History

Optivise Advisory Services’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	$509K	Sell	4,730 -740	-14%	-$83.4K	0.25%	105
2026 Q2	$643K	Sell	5,470 -217	-4%	-$22.7K	0.33%	90
2026 Q1	$441K	Sell	5,687 -948	-14%	-$74.2K	0.27%	96
2025 Q4	$511K	Buy	6,635 +2,125	+47%	+$158K	0.29%	91
2025 Q3	$309K	Buy	4,510 +1,555	+53%	+$106K	0.18%	127
2025 Q2	$205K	Sell	2,955 -1,393	-32%	-$85.6K	0.1%	198
2025 Q1	$268K	Sell	4,348 -649	-13%	-$40K	0.15%	142
2024 Q4	$296K	Buy	4,997 +5	+0.1%	+$286	0.16%	131
2024 Q3	$266K	Buy	4,992 +69	+1%	+$3.36K	0.14%	133
2024 Q2	$234K	Buy	+4,923	New	+$234K	0.13%	151

Other funds holding CSCO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Optivise Advisory Services's CSCO Position: Q3 2026 in Review

Optivise Advisory Services reduced its Cisco (CSCO) stake by 14% in Q3 2026, selling an estimated $83.4K and leaving 4,730 shares worth $509K. The position accounts for 0.25% of the portfolio, ranked #105.

Optivise Advisory Services first reported a position in CSCO in Q2 2024 and has held it in 10 quarters since. The position peaked at $643K in Q2 2026. 2,663 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Optivise Advisory Services held 4,730 shares of Cisco worth $509K as of Q3 2026.
Optivise Advisory Services sold 740 Cisco shares in Q3 2026, an estimated $83.4K.
Cisco made up 0.25% of Optivise Advisory Services's portfolio in Q3 2026, its #105 holding.
Optivise Advisory Services first reported a position in Cisco in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Cisco position peaked at $643K in Q2 2026.
2,663 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.