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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
Q2 		$143K Sell
1,220
-109
-8% -$11.4K 0.03% 166
2026
Q1 		$103K Buy
1,329
+119
+10% +$9.31K 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

True Wealth Design's CSCO Position: Q2 2026 in Review

True Wealth Design reduced its Cisco (CSCO) stake by 8.2% in Q2 2026, selling an estimated $11.4K and leaving 1,220 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #166.

True Wealth Design first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $861K in Q1 2023. 855 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • True Wealth Design held 1,220 shares of Cisco worth $143K as of Q2 2026.
  • True Wealth Design sold 109 Cisco shares in Q2 2026, an estimated $11.4K.
  • Cisco made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #166 holding.
  • True Wealth Design first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Cisco position peaked at $861K in Q1 2023.
  • 855 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.