True Wealth Design
CSCO icon

True Wealth Design’s Cisco CSCO Stock Holding History

True Wealth Design’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
Q3 		$135K Buy
1,253
+33
+3% +$3.72K 0.03% 198
2026
Q2 		$143K Sell
1,220
-109
-8% -$11.4K 0.03% 166
2026
Q1 		$103K Buy
1,329
+119
+10% +$9.32K 0.03% 207
2025
Q4 		$93.2K Buy
1,210
+58
+5% +$4.3K 0.03% 199
2025
Q3 		$78.8K Buy
1,152
+632
+122% +$43.1K 0.02% 216
2025
Q2 		$36.1K Buy
520
+69
+15% +$4.24K 0.01% 257
2025
Q1 		$27.8K Buy
451
+203
+82% +$12.5K 0.01% 285
2024
Q4 		$14.7K Buy
248
+110
+80% +$6.28K 0.01% 361
2024
Q3 		$7.34K Buy
138
+21
+18% +$1.02K ﹤0.01% 479
2024
Q2 		$5.56K Sell
117
-15,835
-99% -$752K ﹤0.01% 272
2024
Q1 		$796K Buy
15,952
+698
+5% +$34.8K 0.2% 90
2023
Q4 		$771K Buy
15,254
+102
+0.7% +$5.21K 0.22% 86
2023
Q3 		$815K Sell
15,152
-1,188
-7% -$64.1K 0.27% 44
2023
Q2 		$845K Sell
16,340
-132
-0.8% -$6.49K 0.31% 48
2023
Q1 		$861K Sell
16,472
-23
-0.1% -$1.12K 0.36% 40
2022
Q4 		$786K Buy
+16,495
New +$751K 0.36% 53

Other funds holding CSCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's CSCO Position: Q3 2026 in Review

True Wealth Design increased its Cisco (CSCO) stake by 2.7% in Q3 2026, buying an estimated $3.72K and bringing the position to 1,253 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #198.

True Wealth Design first reported a position in CSCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $861K in Q1 2023. 1,068 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • True Wealth Design held 1,253 shares of Cisco worth $135K as of Q3 2026.
  • True Wealth Design bought 33 Cisco shares in Q3 2026, an estimated $3.72K.
  • Cisco made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #198 holding.
  • True Wealth Design first reported a position in Cisco in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Cisco position peaked at $861K in Q1 2023.
  • 1,068 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.