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TrueWealth Advisors’s Cisco CSCO Stock Holding History

TrueWealth Advisors’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 		$783K Sell
6,662
-668
-9% -$69.9K 0.18% 110
2026
Q1 		$569K Buy
7,330
+68
+0.9% +$5.32K 0.14% 130
2025
Q4 		$559K Sell
7,262
-165
-2% -$12.2K 0.14% 122
2025
Q3 		$508K Sell
7,427
-168
-2% -$11.5K 0.14% 131
2025
Q2 		$527K Sell
7,595
-197
-3% -$12.1K 0.16% 119
2025
Q1 		$481K Sell
7,792
-295
-4% -$18.2K 0.16% 113
2024
Q4 		$479K Sell
8,087
-5
-0.1% -$286 0.16% 119
2024
Q3 		$431K Sell
8,092
-1,673
-17% -$81.4K 0.14% 125
2024
Q2 		$464K Sell
9,765
-402
-4% -$19.1K 0.17% 103
2024
Q1 		$507K Buy
10,167
+435
+4% +$21.7K 0.2% 91
2023
Q4 		$492K Sell
9,732
-532
-5% -$27.2K 0.19% 87
2023
Q3 		$552K Sell
10,264
-175
-2% -$9.44K 0.23% 77
2023
Q2 		$540K Buy
10,439
+468
+5% +$23K 0.22% 76
2023
Q1 		$521K Sell
9,971
-248
-2% -$12.1K 0.22% 80
2022
Q4 		$487K Buy
10,219
+1,959
+24% +$89.2K 0.21% 83
2022
Q3 		$330K Buy
8,260
+292
+4% +$13K 0.16% 104
2022
Q2 		$340K Buy
7,968
+4,733
+146% +$227K 0.16% 108
2022
Q1 		$205K Hold
3,235
– – 0.09% 171
2021
Q4 		$205K Buy
+3,235
New +$185K 0.09% 171

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TrueWealth Advisors's CSCO Position: Q2 2026 in Review

TrueWealth Advisors reduced its Cisco (CSCO) stake by 9.1% in Q2 2026, selling an estimated $69.9K and leaving 6,662 shares worth $783K. The position accounts for 0.18% of the portfolio, ranked #110.

TrueWealth Advisors first reported a position in CSCO in Q4 2021 and has held it in 19 quarters since. 1,999 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • TrueWealth Advisors held 6,662 shares of Cisco worth $783K as of Q2 2026.
  • TrueWealth Advisors sold 668 Cisco shares in Q2 2026, an estimated $69.9K.
  • Cisco made up 0.18% of TrueWealth Advisors's portfolio in Q2 2026, its #110 holding.
  • TrueWealth Advisors first reported a position in Cisco in Q4 2021 and has held it in 19 quarters since.
  • 1,999 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.