Trevian Wealth Management’s Cisco CSCO Stock Holding History

Trevian 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	$399K	Buy	3,399 +85	+3%	+$8.89K	0.17%	37
2026 Q1	$257K	Sell	3,314 -13	-0.4%	-$1.02K	0.13%	40
2025 Q4	$256K	Buy	3,327 +21	+0.6%	+$1.56K	0.12%	49
2025 Q3	$226K	Buy	+3,306	New	+$225K	0.12%	38

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

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

Trevian Wealth Management increased its Cisco (CSCO) stake by 2.6% in Q2 2026, buying an estimated $8.89K and bringing the position to 3,399 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #37.

Trevian Wealth Management first reported a position in CSCO in Q3 2025 and has held it in 4 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Trevian Wealth Management held 3,399 shares of Cisco worth $399K as of Q2 2026.
Trevian Wealth Management bought 85 Cisco shares in Q2 2026, an estimated $8.89K.
Cisco made up 0.17% of Trevian Wealth Management's portfolio in Q2 2026, its #37 holding.
Trevian Wealth Management first reported a position in Cisco in Q3 2025 and has held it in 4 quarters since.
4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.