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Portus Wealth Advisors’s Cisco CSCO Stock Holding History

Portus 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
Q3 		$352K Sell
3,270
-20
-0.6% -$2.25K 0.29% 41
2026
Q2 		$386K Sell
3,290
-73
-2% -$7.63K 0.32% 41
2026
Q1 		$261K Sell
3,363
-142
-4% -$11.1K 0.25% 40
2025
Q4 		$270K Buy
3,505
+45
+1% +$3.34K 0.25% 46
2025
Q3 		$237K Buy
+3,460
New +$236K 0.24% 51

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Portus Wealth Advisors's CSCO Position: Q3 2026 in Review

Portus Wealth Advisors reduced its Cisco (CSCO) stake by 0.61% in Q3 2026, selling an estimated $2.25K and leaving 3,270 shares worth $352K. The position accounts for 0.29% of the portfolio, ranked #41.

Portus Wealth Advisors first reported a position in CSCO in Q3 2025 and has held it in 5 quarters since. The position peaked at $386K in Q2 2026. 331 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Portus Wealth Advisors held 3,270 shares of Cisco worth $352K as of Q3 2026.
  • Portus Wealth Advisors sold 20 Cisco shares in Q3 2026, an estimated $2.25K.
  • Cisco made up 0.29% of Portus Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Portus Wealth Advisors first reported a position in Cisco in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Cisco position peaked at $386K in Q2 2026.
  • 331 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.