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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
Q3 		$718K Buy
6,670
+8
+0.1% +$901 0.16% 120
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TrueWealth Advisors's CSCO Position: Q3 2026 in Review

TrueWealth Advisors increased its Cisco (CSCO) stake by 0.12% in Q3 2026, buying an estimated $901 and bringing the position to 6,670 shares worth $718K. The position accounts for 0.16% of the portfolio, ranked #120.

TrueWealth Advisors first reported a position in CSCO in Q4 2021 and has held it in 20 quarters since. The position peaked at $783K in Q2 2026. 2,502 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • TrueWealth Advisors held 6,670 shares of Cisco worth $718K as of Q3 2026.
  • TrueWealth Advisors bought 8 Cisco shares in Q3 2026, an estimated $901.
  • Cisco made up 0.16% of TrueWealth Advisors's portfolio in Q3 2026, its #120 holding.
  • TrueWealth Advisors first reported a position in Cisco in Q4 2021 and has held it in 20 quarters since.
  • TrueWealth Advisors's Cisco position peaked at $783K in Q2 2026.
  • 2,502 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.