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Asset Planning Inc’s Cisco CSCO Stock Holding History

Asset Planning Inc’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 		$1.19M Buy
10,139
+18
+0.2% +$1.88K 0.77% 29
2026
Q1 		$785K Buy
10,121
+237
+2% +$18.6K 0.56% 38
2025
Q4 		$761K Sell
9,884
-211
-2% -$15.7K 0.54% 36
2025
Q3 		$691K Buy
10,095
+72
+0.7% +$4.91K 0.5% 40
2025
Q2 		$695K Sell
10,023
-173
-2% -$10.6K 0.52% 39
2025
Q1 		$629K Sell
10,196
-226
-2% -$13.9K 0.49% 38
2024
Q4 		$617K Buy
+10,422
New +$595K 0.47% 41

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's CSCO Position: Q2 2026 in Review

Asset Planning Inc increased its Cisco (CSCO) stake by 0.18% in Q2 2026, buying an estimated $1.88K and bringing the position to 10,139 shares worth $1.19M. The position accounts for 0.77% of the portfolio, ranked #29.

Asset Planning Inc first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Asset Planning Inc held 10,139 shares of Cisco worth $1.19M as of Q2 2026.
  • Asset Planning Inc bought 18 Cisco shares in Q2 2026, an estimated $1.88K.
  • Cisco made up 0.77% of Asset Planning Inc's portfolio in Q2 2026, its #29 holding.
  • Asset Planning Inc first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.