Castle Wealth Management’s Cisco CSCO Stock Holding History

Castle 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	$357K	Buy	3,038 +74	+2%	+$7.74K	0.11%	104
2026 Q1	$230K	Sell	2,964 -70	-2%	-$5.48K	0.07%	121
2025 Q4	$234K	Hold	3,034	–	–	0.08%	120
2025 Q3	$208K	Sell	3,034 -44	-1%	-$3K	0.07%	123
2025 Q2	$214K	Buy	+3,078	New	+$189K	0.08%	114
2024 Q2	–	Sell	-25,417	Closed	-$1.27M	–	118
2024 Q1	$1.27M	Buy	25,417 +3,244	+15%	+$162K	0.66%	39
2023 Q4	$1.12M	Buy	22,173 +4,633	+26%	+$237K	0.67%	41
2023 Q3	$943K	Buy	17,540 +4,007	+30%	+$216K	0.67%	40
2023 Q2	$700K	Buy	13,533 +475	+4%	+$23.4K	0.49%	47
2023 Q1	$683K	Sell	13,058 -875	-6%	-$42.7K	0.53%	46
2022 Q4	$664K	Sell	13,933 -1,207	-8%	-$54.9K	0.42%	50
2022 Q3	$606K	Buy	15,140 +2,778	+22%	+$123K	0.37%	46
2022 Q2	$527K	Buy	+12,362	New	+$592K	0.31%	59

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Castle Wealth Management's CSCO Position: Q2 2026 in Review

Castle Wealth Management increased its Cisco (CSCO) stake by 2.5% in Q2 2026, buying an estimated $7.74K and bringing the position to 3,038 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #104.

Castle Wealth Management first reported a position in CSCO in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.27M in Q1 2024. 4,054 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Castle Wealth Management held 3,038 shares of Cisco worth $357K as of Q2 2026.
Castle Wealth Management bought 74 Cisco shares in Q2 2026, an estimated $7.74K.
Cisco made up 0.11% of Castle Wealth Management's portfolio in Q2 2026, its #104 holding.
Castle Wealth Management first reported a position in Cisco in Q2 2022 and has held it in 13 quarters since.
Castle Wealth Management's Cisco position peaked at $1.27M in Q1 2024.
4,054 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.