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Westmount Partners’s Cisco CSCO Stock Holding History

Westmount Partners’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 		$845K Sell
7,197
-26
-0.4% -$2.72K 0.19% 104
2026
Q1 		$560K Buy
7,223
+2,138
+42% +$167K 0.14% 130
2025
Q4 		$392K Buy
5,085
+215
+4% +$16K 0.1% 163
2025
Q3 		$335K Buy
4,870
+119
+3% +$8.11K 0.09% 181
2025
Q2 		$330K Buy
4,751
+5
+0.1% +$307 0.09% 178
2025
Q1 		$293K Sell
4,746
-1,421
-23% -$87.5K 0.09% 183
2024
Q4 		$365K Buy
6,167
+163
+3% +$9.31K 0.11% 143
2024
Q3 		$320K Sell
6,004
-403
-6% -$19.6K 0.1% 160
2024
Q2 		$304K Buy
6,407
+68
+1% +$3.23K 0.1% 158
2024
Q1 		$316K Sell
6,339
-565
-8% -$28.2K 0.11% 155
2023
Q4 		$349K Buy
6,904
+151
+2% +$7.71K 0.14% 139
2023
Q3 		$363K Buy
6,753
+843
+14% +$45.5K 0.16% 136
2023
Q2 		$306K Buy
5,910
+452
+8% +$22.2K 0.13% 142
2023
Q1 		$285K Buy
+5,458
New +$267K 0.13% 140

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return