TRB Wealth Management’s Cisco CSCO Stock Holding History

TRB Wealth Management’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	$1.65M	Sell	14,066 -2,236	-14%	-$234K	0.22%	59
2026 Q1	$1.26M	Buy	+16,302	New	+$1.28M	0.18%	72

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TRB Wealth Management's CSCO Position: Q2 2026 in Review

TRB Wealth Management reduced its Cisco (CSCO) stake by 14% in Q2 2026, selling an estimated $234K and leaving 14,066 shares worth $1.65M. The position accounts for 0.22% of the portfolio, ranked #59.

TRB Wealth Management first reported a position in CSCO in Q1 2026 and has held it in 2 quarters since. 4,053 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

TRB Wealth Management held 14,066 shares of Cisco worth $1.65M as of Q2 2026.
TRB Wealth Management sold 2,236 Cisco shares in Q2 2026, an estimated $234K.
Cisco made up 0.22% of TRB Wealth Management's portfolio in Q2 2026, its #59 holding.
TRB Wealth Management first reported a position in Cisco in Q1 2026 and has held it in 2 quarters since.
4,053 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.