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TruWealth Advisors’s Cisco CSCO Stock Holding History

TruWealth 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
Q1 		$29.9M Buy
385,163
+4,619
+1% +$362K 1.44% 24
2025
Q4 		$29.3M Buy
380,544
+4,624
+1% +$343K 1.43% 22
2025
Q3 		$25.7M Buy
375,920
+7,109
+2% +$485K 1.3% 22
2025
Q2 		$25.6M Buy
368,811
+10,951
+3% +$673K 1.41% 22
2025
Q1 		$22.1M Sell
357,860
-69,057
-16% -$4.25M 1.33% 25
2024
Q4 		$25.3M Buy
426,917
+2,172
+0.5% +$124K 1.52% 20
2024
Q3 		$22.6M Buy
424,745
+8,389
+2% +$408K 1.38% 23
2024
Q2 		$19.8M Buy
416,356
+194,267
+87% +$9.22M 1.32% 23
2024
Q1 		$11.1M Buy
222,089
+11,085
+5% +$553K 0.77% 41
2023
Q4 		$10.7M Buy
211,004
+21,157
+11% +$1.08M 0.81% 40
2023
Q3 		$10.2M Buy
+189,847
New +$10.2M 0.88% 34
2022
Q2 		– Sell
-3,874
Closed -$216K – 135
2022
Q1 		$216K Buy
3,874
+64
+2% +$3.62K 0.02% 118
2021
Q4 		$241K Buy
+3,810
New +$218K 0.02% 111
2021
Q2 		– Sell
-4,846
Closed -$251K – 116
2021
Q1 		$251K Sell
4,846
-441
-8% -$20.7K 0.03% 95
2020
Q4 		$237K Buy
+5,287
New +$217K 0.04% 95

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

TruWealth Advisors's CSCO Position: Q1 2026 in Review

TruWealth Advisors increased its Cisco (CSCO) stake by 1.2% in Q1 2026, buying an estimated $362K and bringing the position to 385,163 shares worth $29.9M. The position accounts for 1.44% of the portfolio, ranked #24.

TruWealth Advisors first reported a position in CSCO in Q4 2020 and has held it in 15 quarters since. 3,714 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • TruWealth Advisors held 385,163 shares of Cisco worth $29.9M as of Q1 2026.
  • TruWealth Advisors bought 4,619 Cisco shares in Q1 2026, an estimated $362K.
  • Cisco made up 1.44% of TruWealth Advisors's portfolio in Q1 2026, its #24 holding.
  • TruWealth Advisors first reported a position in Cisco in Q4 2020 and has held it in 15 quarters since.
  • 3,714 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.