Baldwin Wealth Partners’s Cisco CSCO Stock Holding History

Baldwin Wealth 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	$315K	Sell	2,685 -359	-12%	-$37.5K	0.02%	184
2026 Q1	$236K	Sell	3,044 -170	-5%	-$13.3K	0.02%	198
2025 Q4	$248K	Buy	+3,214	New	+$238K	0.02%	223
2025 Q2	–	Sell	-3,763	Closed	-$232K	–	223
2025 Q1	$232K	Sell	3,763 -2,628	-41%	-$162K	0.02%	204
2024 Q4	$378K	Sell	6,391 -3,710	-37%	-$212K	0.03%	174
2024 Q3	$538K	Buy	10,101 +6,443	+176%	+$313K	0.04%	186
2024 Q2	$174K	Buy	3,658 +58	+2%	+$2.75K	0.01%	217
2024 Q1	$180K	Sell	3,600 -378	-10%	-$18.9K	0.01%	219
2023 Q4	$201K	Sell	3,978 -47	-1%	-$2.4K	0.02%	211
2023 Q3	$216K	Sell	4,025 -850	-17%	-$45.9K	0.02%	213
2023 Q2	$252K	Buy	4,875 +400	+9%	+$19.7K	0.02%	221
2023 Q1	$234K	Sell	4,475 -100	-2%	-$4.88K	0.02%	223
2022 Q4	$218K	Buy	4,575 +4,200	+1,120%	+$191K	0.02%	225
2022 Q3	$15K	Sell	375 -590	-61%	-$26.2K	﹤0.01%	470
2022 Q2	$41K	Hold	965	–	–	0.01%	375
2022 Q1	$54K	Buy	965 +200	+26%	+$11.3K	0.01%	359
2021 Q4	$48K	Buy	765 +585	+325%	+$33.4K	﹤0.01%	350
2021 Q3	$10K	Hold	180	–	–	﹤0.01%	522
2021 Q2	$10K	Buy	+180	New	+$9.47K	﹤0.01%	533
2021 Q1	–	Sell	-400	Closed	-$18K	–	624
2020 Q4	$18K	Hold	400	–	–	﹤0.01%	408
2020 Q3	$16K	Buy	+400	New	+$17.4K	﹤0.01%	401
2020 Q2	–	Sell	-1,430	Closed	-$56K	–	534
2020 Q1	$56K	Sell	1,430 -183,413	-99%	-$8.05M	0.01%	264
2019 Q4	$8.87M	Buy	184,843 +570	+0.3%	+$26.5K	1.24%	30
2019 Q3	$9.11M	Buy	184,273 +30,862	+20%	+$1.6M	1.37%	30
2019 Q2	$8.4M	Buy	153,411 +12,579	+9%	+$695K	1.24%	29
2019 Q1	$7.6M	Buy	140,832 +109,343	+347%	+$5.31M	1.13%	32
2018 Q4	$1.36M	Buy	31,489 +26,464	+527%	+$1.21M	0.23%	66
2018 Q3	$244K	Sell	5,025 -15	-0.3%	-$675	0.03%	187
2018 Q2	$217K	Sell	5,040 -232	-4%	-$10.1K	0.03%	188
2018 Q1	$226K	Buy	5,272 +2,507	+91%	+$106K	0.04%	185
2017 Q4	$106K	Buy	2,765 +829	+43%	+$29.6K	0.02%	240
2017 Q3	$65K	Sell	1,936 -2,222	-53%	-$70.7K	0.01%	269
2017 Q2	$130K	Hold	4,158	–	–	0.02%	217
2017 Q1	$141K	Hold	4,158	–	–	0.02%	204
2016 Q4	$126K	Buy	4,158 +66	+2%	+$2.01K	0.02%	205
2016 Q3	$130K	Buy	4,092 +193	+5%	+$5.94K	0.02%	202
2016 Q2	$112K	Buy	3,899 +626	+19%	+$17.6K	0.02%	198
2016 Q1	$93K	Sell	3,273 -60,689	-95%	-$1.56M	0.02%	244
2015 Q4	$1.74M	Buy	63,962 +4,463	+8%	+$123K	0.28%	82
2015 Q3	$1.56M	Sell	59,499 -29	-0%	-$783	0.26%	86
2015 Q2	$1.64M	Buy	59,528 +495	+0.8%	+$14.2K	0.24%	88
2015 Q1	$1.63M	Buy	59,033 +19,940	+51%	+$561K	0.24%	94
2014 Q4	$1.09M	Buy	39,093 +5,173	+15%	+$134K	0.16%	129
2014 Q3	$854K	Buy	+33,920	New	+$853K	0.12%	145
2013 Q4	–	Sell	-77,873	Closed	-$1.82M	–	244
2013 Q3	$1.82M	Buy	77,873 +42,775	+122%	+$1.06M	0.33%	74
2013 Q2	$854K	Buy	+35,098	New	+$790K	0.17%	122

Other funds holding CSCO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Baldwin Wealth Partners's CSCO Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Cisco (CSCO) stake by 12% in Q2 2026, selling an estimated $37.5K and leaving 2,685 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #184.

Baldwin Wealth Partners first reported a position in CSCO in Q2 2013 and has held it in 46 quarters since. The position peaked at $9.11M in Q3 2019. 1,904 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Baldwin Wealth Partners held 2,685 shares of Cisco worth $315K as of Q2 2026.
Baldwin Wealth Partners sold 359 Cisco shares in Q2 2026, an estimated $37.5K.
Cisco made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #184 holding.
Baldwin Wealth Partners first reported a position in Cisco in Q2 2013 and has held it in 46 quarters since.
Baldwin Wealth Partners's Cisco position peaked at $9.11M in Q3 2019.
1,904 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.