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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
Q3 		$800K Sell
7,431
-862
-10% -$97.1K 0.16% 114
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Baker Tilly Wealth Management's CSCO Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Cisco (CSCO) stake by 10% in Q3 2026, selling an estimated $97.1K and leaving 7,431 shares worth $800K. The position accounts for 0.16% of the portfolio, ranked #114.

Baker Tilly Wealth Management first reported a position in CSCO in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.66M in Q4 2021. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Baker Tilly Wealth Management held 7,431 shares of Cisco worth $800K as of Q3 2026.
  • Baker Tilly Wealth Management sold 862 Cisco shares in Q3 2026, an estimated $97.1K.
  • Cisco made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Baker Tilly Wealth Management first reported a position in Cisco in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Cisco position peaked at $6.66M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.