Bernardo Wealth Planning’s Cisco CSCO Stock Holding History

Bernardo Wealth Planning’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	$342K	Buy	+2,910	New	+$304K	0.06%	102
2023 Q2	–	Sell	-4,143	Closed	-$217K	–	93
2023 Q1	$217K	Buy	+4,143	New	+$202K	0.09%	80
2021 Q1	–	Sell	-15,939	Closed	-$713K	–	95
2020 Q4	$713K	Buy	15,939 +328	+2%	+$13.5K	0.28%	75
2020 Q3	$614K	Buy	15,611 +715	+5%	+$31.2K	0.28%	74
2020 Q2	$694K	Buy	14,896 +582	+4%	+$25.5K	0.37%	54
2020 Q1	$562K	Buy	14,314 +471	+3%	+$20.7K	0.39%	63
2019 Q4	$663K	Buy	13,843 +93	+0.7%	+$4.32K	0.4%	57
2019 Q3	$679K	Sell	13,750 -280	-2%	-$14.6K	0.49%	45
2019 Q2	$768K	Sell	14,030 -86	-0.6%	-$4.75K	0.6%	41
2019 Q1	$762K	Sell	14,116 -92	-0.6%	-$4.47K	0.6%	42
2018 Q4	$616K	Buy	+14,208	New	+$650K	0.54%	43

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bernardo Wealth Planning's CSCO Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in Cisco (CSCO) in Q2 2026: 2,910 shares worth $342K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in CSCO as recently as Q1 2023.

Bernardo Wealth Planning first reported a position in CSCO in Q4 2018 and has held it in 11 quarters since. The position peaked at $768K in Q2 2019. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Bernardo Wealth Planning held 2,910 shares of Cisco worth $342K as of Q2 2026.
Cisco was a new Bernardo Wealth Planning position in Q2 2026.
Cisco made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #102 holding.
Bernardo Wealth Planning first reported a position in Cisco in Q4 2018 and has held it in 11 quarters since.
Bernardo Wealth Planning's Cisco position peaked at $768K in Q2 2019.
4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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