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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
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
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

Trevian Wealth Management's CSCO Position: Q1 2026 in Review

Trevian Wealth Management reduced its Cisco (CSCO) stake by 0.39% in Q1 2026, selling an estimated $1.02K and leaving 3,314 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #40.

Trevian Wealth Management first reported a position in CSCO in Q3 2025 and has held it in 3 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Trevian Wealth Management held 3,314 shares of Cisco worth $257K as of Q1 2026.
  • Trevian Wealth Management sold 13 Cisco shares in Q1 2026, an estimated $1.02K.
  • Cisco made up 0.13% of Trevian Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Trevian Wealth Management first reported a position in Cisco in Q3 2025 and has held it in 3 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.