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Beta Wealth Group’s Cisco CSCO Stock Holding History

Beta Wealth Group’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 		$1.17M Buy
9,924
+298
+3% +$31.2K 0.44% 44
2026
Q1 		$747K Buy
9,626
+504
+6% +$39.5K 0.31% 58
2025
Q4 		$703K Sell
9,122
-497
-5% -$36.9K 0.28% 56
2025
Q3 		$658K Buy
9,619
+387
+4% +$26.4K 0.26% 60
2025
Q2 		$641K Sell
9,232
-293
-3% -$18K 0.23% 52
2025
Q1 		$588K Buy
9,525
+206
+2% +$12.7K 0.21% 55
2024
Q4 		$552K Buy
9,319
+200
+2% +$11.4K 0.24% 65
2024
Q3 		$485K Buy
9,119
+407
+5% +$19.8K 0.22% 74
2024
Q2 		$414K Buy
8,712
+202
+2% +$9.59K 0.2% 80
2024
Q1 		$425K Buy
8,510
+105
+1% +$5.24K 0.21% 76
2023
Q4 		$425K Sell
8,405
-95
-1% -$4.85K 0.22% 71
2023
Q3 		$457K Buy
8,500
+2,900
+52% +$156K 0.27% 67
2023
Q2 		$290K Buy
+5,600
New +$275K 0.17% 84
2023
Q1 		– Sell
-5,600
Closed -$267K – 103
2022
Q4 		$267K Buy
5,600
+400
+8% +$18.2K 0.18% 83
2022
Q3 		$208K Sell
5,200
-1,300
-20% -$57.7K 0.15% 86
2022
Q2 		$277K Hold
6,500
– – 0.19% 68
2022
Q1 		$362K Buy
+6,500
New +$368K 0.24% 57

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

Beta Wealth Group's CSCO Position: Q2 2026 in Review

Beta Wealth Group increased its Cisco (CSCO) stake by 3.1% in Q2 2026, buying an estimated $31.2K and bringing the position to 9,924 shares worth $1.17M. The position accounts for 0.44% of the portfolio, ranked #44.

Beta Wealth Group first reported a position in CSCO in Q1 2022 and has held it in 17 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Beta Wealth Group held 9,924 shares of Cisco worth $1.17M as of Q2 2026.
  • Beta Wealth Group bought 298 Cisco shares in Q2 2026, an estimated $31.2K.
  • Cisco made up 0.44% of Beta Wealth Group's portfolio in Q2 2026, its #44 holding.
  • Beta Wealth Group first reported a position in Cisco in Q1 2022 and has held it in 17 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.