Trace Wealth Advisors’s Cisco CSCO Stock Holding History

Trace 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 Q1	$595K	Hold	7,671	–	–	0.45%	35
2025 Q4	$591K	Hold	7,671	–	–	0.43%	34
2025 Q3	$525K	Sell	7,671 -1,500	-16%	-$102K	0.39%	37
2025 Q2	$636K	Hold	9,171	–	–	0.52%	29
2025 Q1	$566K	Buy	9,171 +500	+6%	+$30.8K	0.5%	32
2024 Q4	$513K	Buy	+8,671	New	+$495K	0.46%	32

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trace Wealth Advisors's CSCO Position: Q1 2026 in Review

Trace Wealth Advisors held its Cisco (CSCO) position steady in Q1 2026 at 7,671 shares worth $595K. The position accounts for 0.45% of the portfolio, ranked #35.

Trace Wealth Advisors first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $636K in Q2 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Trace Wealth Advisors held 7,671 shares of Cisco worth $595K as of Q1 2026.
Trace Wealth Advisors left its Cisco share count unchanged in Q1 2026.
Cisco made up 0.45% of Trace Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Trace Wealth Advisors first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
Trace Wealth Advisors's Cisco position peaked at $636K in Q2 2025.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.