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Sage Mountain Advisors’s Cisco CSCO Stock Holding History

Sage Mountain 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
Q1 		$507K Sell
6,540
-37,766
-85% -$2.96M 0.04% 134
2025
Q4 		$3.41M Sell
44,306
-6,223
-12% -$462K 0.18% 66
2025
Q3 		$3.46M Buy
50,529
+7,851
+18% +$535K 0.2% 65
2025
Q2 		$2.96M Buy
42,678
+1,321
+3% +$81.2K 0.19% 65
2025
Q1 		$2.55M Buy
41,357
+2,223
+6% +$137K 0.19% 65
2024
Q4 		$2.32M Buy
39,134
+1,647
+4% +$94.1K 0.17% 68
2024
Q3 		$2M Buy
37,487
+6,869
+22% +$334K 0.17% 68
2024
Q2 		$1.45M Buy
30,618
+862
+3% +$40.9K 0.13% 74
2024
Q1 		$1.49M Buy
29,756
+1,783
+6% +$89K 0.15% 71
2023
Q4 		$1.41M Sell
27,973
-2,003
-7% -$102K 0.16% 64
2023
Q3 		$1.61M Buy
29,976
+2,175
+8% +$117K 0.22% 53
2023
Q2 		$1.44M Sell
27,801
-665
-2% -$32.7K 0.21% 58
2023
Q1 		$1.49M Buy
28,466
+10,988
+63% +$537K 0.24% 50
2022
Q4 		$833K Sell
17,478
-225
-1% -$10.2K 0.19% 47
2022
Q3 		$708K Buy
17,703
+41
+0.2% +$1.82K 0.19% 44
2022
Q2 		$753K Sell
17,662
-3,929
-18% -$188K 0.13% 131
2022
Q1 		$1.2M Sell
21,591
-4,093
-16% -$232K 0.19% 85
2021
Q4 		$1.63M Sell
25,684
-1,384
-5% -$79.1K 0.2% 75
2021
Q3 		$1.47M Buy
27,068
+3,491
+15% +$196K 0.21% 82
2021
Q2 		$1.25M Buy
23,577
+6,729
+40% +$354K 0.21% 82
2021
Q1 		$871K Buy
16,848
+4,675
+38% +$219K 0.19% 98
2020
Q4 		$545K Buy
+12,173
New +$500K 0.18% 84

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's CSCO Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Cisco (CSCO) stake by 85% in Q1 2026, selling an estimated $2.96M and leaving 6,540 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #134.

Sage Mountain Advisors first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.46M in Q3 2025. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Sage Mountain Advisors held 6,540 shares of Cisco worth $507K as of Q1 2026.
  • Sage Mountain Advisors sold 37,766 Cisco shares in Q1 2026, an estimated $2.96M.
  • Cisco made up 0.04% of Sage Mountain Advisors's portfolio in Q1 2026, its #134 holding.
  • Sage Mountain Advisors first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Cisco position peaked at $3.46M in Q3 2025.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.