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Baker Tilly Wealth Management’s Cisco CSCO Stock Holding History

Baker Tilly Wealth Management’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 		$974K Buy
8,293
+795
+11% +$83.1K 0.21% 93
2026
Q1 		$582K Buy
7,498
+405
+6% +$31.7K 0.14% 143
2025
Q4 		$546K Buy
7,093
+519
+8% +$38.5K 0.13% 150
2025
Q3 		$450K Buy
6,574
+311
+5% +$21.2K 0.1% 163
2025
Q2 		$435K Sell
6,263
-773
-11% -$47.5K 0.16% 137
2025
Q1 		$434K Sell
7,036
-2,227
-24% -$137K 0.17% 133
2024
Q4 		$548K Sell
9,263
-1,505
-14% -$86K 0.22% 109
2024
Q3 		$573K Sell
10,768
-5,203
-33% -$253K 0.25% 99
2024
Q2 		$759K Sell
15,971
-49,018
-75% -$2.33M 0.31% 79
2024
Q1 		$3.24M Sell
64,989
-6,295
-9% -$314K 0.59% 30
2023
Q4 		$3.6M Sell
71,284
-5,898
-8% -$301K 0.59% 30
2023
Q3 		$4.15M Sell
77,182
-29,114
-27% -$1.57M 0.68% 24
2023
Q2 		$5.5M Sell
106,296
-2,675
-2% -$132K 0.58% 38
2023
Q1 		$5.7M Buy
108,971
+6,265
+6% +$306K 0.64% 33
2022
Q4 		$4.89M Buy
102,706
+5,523
+6% +$251K 0.6% 39
2022
Q3 		$3.89M Sell
97,183
-3,471
-3% -$154K 0.53% 40
2022
Q2 		$4.29M Buy
100,654
+24,492
+32% +$1.17M 0.56% 38
2022
Q1 		$4.25M Sell
76,162
-28,915
-28% -$1.64M 0.47% 51
2021
Q4 		$6.66M Buy
105,077
+12,032
+13% +$687K 0.71% 19
2021
Q3 		$5.06M Buy
93,045
+14,359
+18% +$806K 0.67% 21
2021
Q2 		$4.17M Buy
78,686
+18,047
+30% +$949K 0.67% 26
2021
Q1 		$3.14M Buy
60,639
+20,469
+51% +$961K 0.64% 30
2020
Q4 		$1.8M Buy
+40,170
New +$1.65M 0.56% 46

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

Baker Tilly Wealth Management's CSCO Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Cisco (CSCO) stake by 11% in Q2 2026, buying an estimated $83.1K and bringing the position to 8,293 shares worth $974K. The position accounts for 0.21% of the portfolio, ranked #93.

Baker Tilly Wealth Management first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.66M in Q4 2021. 4,058 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Baker Tilly Wealth Management held 8,293 shares of Cisco worth $974K as of Q2 2026.
  • Baker Tilly Wealth Management bought 795 Cisco shares in Q2 2026, an estimated $83.1K.
  • Cisco made up 0.21% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Baker Tilly Wealth Management first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Cisco position peaked at $6.66M in Q4 2021.
  • 4,058 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.