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Cascade Financial Partners’s Cisco CSCO Stock Holding History

Cascade Financial 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
Q1 		$779K Sell
10,046
-66
-0.7% -$5.17K 0.08% 135
2025
Q4 		$779K Buy
10,112
+2,091
+26% +$155K 0.08% 133
2025
Q3 		$549K Buy
8,021
+215
+3% +$14.7K 0.06% 158
2025
Q2 		$542K Buy
7,806
+700
+10% +$43K 0.07% 158
2025
Q1 		$439K Buy
7,106
+238
+3% +$14.7K 0.06% 165
2024
Q4 		$407K Sell
6,868
-17
-0.2% -$971 0.05% 157
2024
Q3 		$390K Buy
6,885
+165
+2% +$8.03K 0.05% 162
2024
Q2 		$319K Buy
6,720
+470
+8% +$22.3K 0.04% 171
2024
Q1 		$303K Buy
+6,250
New +$312K 0.04% 176

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cascade Financial Partners's CSCO Position: Q1 2026 in Review

Cascade Financial Partners reduced its Cisco (CSCO) stake by 0.65% in Q1 2026, selling an estimated $5.17K and leaving 10,046 shares worth $779K. The position accounts for 0.08% of the portfolio, ranked #135.

Cascade Financial Partners first reported a position in CSCO in Q1 2024 and has held it in 9 quarters since. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Cascade Financial Partners held 10,046 shares of Cisco worth $779K as of Q1 2026.
  • Cascade Financial Partners sold 66 Cisco shares in Q1 2026, an estimated $5.17K.
  • Cisco made up 0.08% of Cascade Financial Partners's portfolio in Q1 2026, its #135 holding.
  • Cascade Financial Partners first reported a position in Cisco in Q1 2024 and has held it in 9 quarters since.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.