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Cassaday & Co Wealth Management’s Cisco CSCO Stock Holding History

Cassaday & Co 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
Q2 		$3.01M Buy
25,637
+818
+3% +$85.5K 0.06% 67
2026
Q1 		$1.93M Sell
24,819
-62
-0.2% -$4.85K 0.04% 95
2025
Q4 		$1.92M Sell
24,881
-472
-2% -$35K 0.04% 93
2025
Q3 		$1.73M Buy
25,353
+410
+2% +$27.9K 0.04% 100
2025
Q2 		$1.73M Buy
24,943
+444
+2% +$27.3K 0.04% 89
2025
Q1 		$1.51M Sell
24,499
-1,392
-5% -$85.7K 0.04% 88
2024
Q4 		$1.53M Buy
25,891
+192
+0.7% +$11K 0.04% 85
2024
Q3 		$1.37M Sell
25,699
-961
-4% -$46.7K 0.04% 87
2024
Q2 		$1.27M Sell
26,660
-741
-3% -$35.2K 0.04% 86
2024
Q1 		$1.37M Sell
27,401
-1,179
-4% -$58.8K 0.04% 82
2023
Q4 		$1.44M Sell
28,580
-736
-3% -$37.6K 0.05% 76
2023
Q3 		$1.58M Buy
29,316
+1,568
+6% +$84.6K 0.07% 63
2023
Q2 		$1.44M Sell
27,748
-2,846
-9% -$140K 0.06% 72
2023
Q1 		$1.6M Buy
30,594
+133
+0.4% +$6.5K 0.07% 64
2022
Q4 		$1.45M Buy
+30,461
New +$1.39M 0.07% 67

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

Cassaday & Co Wealth Management's CSCO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Cisco (CSCO) stake by 3.3% in Q2 2026, buying an estimated $85.5K and bringing the position to 25,637 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #67.

Cassaday & Co Wealth Management first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Cassaday & Co Wealth Management held 25,637 shares of Cisco worth $3.01M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 818 Cisco shares in Q2 2026, an estimated $85.5K.
  • Cisco made up 0.06% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Cassaday & Co Wealth Management first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.