CCWM
CSCO icon

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
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 $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

Cassaday & Co Wealth Management's CSCO Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Cisco (CSCO) stake by 0.25% in Q1 2026, selling an estimated $4.85K and leaving 24,819 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #95.

Cassaday & Co Wealth Management first reported a position in CSCO in Q4 2022 and has held it in 14 quarters since. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Cassaday & Co Wealth Management held 24,819 shares of Cisco worth $1.93M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 62 Cisco shares in Q1 2026, an estimated $4.85K.
  • Cisco made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Cassaday & Co Wealth Management first reported a position in Cisco in Q4 2022 and has held it in 14 quarters since.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.