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 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

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

Optivise Advisory Services's CSCO Position: Q2 2026 in Review

Optivise Advisory Services reduced its Cisco (CSCO) stake by 3.8% in Q2 2026, selling an estimated $22.7K and leaving 5,470 shares worth $643K. The position accounts for 0.33% of the portfolio, ranked #90.

Optivise Advisory Services first reported a position in CSCO in Q2 2024 and has held it in 9 quarters since. 1,461 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Optivise Advisory Services held 5,470 shares of Cisco worth $643K as of Q2 2026.
Optivise Advisory Services sold 217 Cisco shares in Q2 2026, an estimated $22.7K.
Cisco made up 0.33% of Optivise Advisory Services's portfolio in Q2 2026, its #90 holding.
Optivise Advisory Services first reported a position in Cisco in Q2 2024 and has held it in 9 quarters since.
1,461 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.