Cassaday & Co Wealth Management
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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
Q3 		$2.88M Buy
26,760
+1,123
+4% +$127K 0.05% 70
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cassaday & Co Wealth Management's CSCO Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Cisco (CSCO) stake by 4.4% in Q3 2026, buying an estimated $127K and bringing the position to 26,760 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #70.

Cassaday & Co Wealth Management first reported a position in CSCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.01M in Q2 2026. 2,502 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Cassaday & Co Wealth Management held 26,760 shares of Cisco worth $2.88M as of Q3 2026.
  • Cassaday & Co Wealth Management bought 1,123 Cisco shares in Q3 2026, an estimated $127K.
  • Cisco made up 0.05% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Cassaday & Co Wealth Management first reported a position in Cisco in Q4 2022 and has held it in 16 quarters since.
  • Cassaday & Co Wealth Management's Cisco position peaked at $3.01M in Q2 2026.
  • 2,502 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.