CFFP
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Center for Financial Planning’s Cisco CSCO Stock Holding History

Center for Financial Planning’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 		$1.13M Sell
9,595
-283
-3% -$29.6K 0.11% 68
2026
Q1 		$766K Sell
9,878
-208
-2% -$16.3K 0.08% 83
2025
Q4 		$777K Sell
10,086
-107
-1% -$7.94K 0.08% 81
2025
Q3 		$697K Sell
10,193
-500
-5% -$34.1K 0.07% 82
2025
Q2 		$742K Sell
10,693
-14
-0.1% -$860 0.09% 80
2025
Q1 		$661K Sell
10,707
-570
-5% -$35.1K 0.08% 84
2024
Q4 		$668K Sell
11,277
-199
-2% -$11.4K 0.09% 77
2024
Q3 		$611K Sell
11,476
-18,501
-62% -$900K 0.08% 81
2024
Q2 		$1.42M Sell
29,977
-142
-0.5% -$6.74K 0.21% 44
2024
Q1 		$1.5M Buy
30,119
+790
+3% +$39.4K 0.22% 42
2023
Q4 		$1.48M Buy
29,329
+53
+0.2% +$2.71K 0.27% 39
2023
Q3 		$1.57M Buy
29,276
+6
+0% +$324 0.34% 31
2023
Q2 		$1.51M Buy
29,270
+129
+0.4% +$6.34K 0.32% 38
2023
Q1 		$1.52M Buy
29,141
+1,120
+4% +$54.7K 0.35% 30
2022
Q4 		$1.33M Buy
28,021
+5,687
+25% +$259K 0.32% 35
2022
Q3 		$893K Buy
22,334
+72
+0.3% +$3.19K 0.24% 54
2022
Q2 		$949K Buy
22,262
+6,614
+42% +$317K 0.24% 49
2022
Q1 		$873K Buy
15,648
+259
+2% +$14.7K 0.18% 63
2021
Q4 		$975K Buy
15,389
+4,368
+40% +$250K 0.2% 57
2021
Q3 		$600K Sell
11,021
-3,499
-24% -$196K 0.15% 70
2021
Q2 		$770K Sell
14,520
-293
-2% -$15.4K 0.19% 63
2021
Q1 		$766K Buy
14,813
+657
+5% +$30.8K 0.2% 60
2020
Q4 		$633K Buy
14,156
+425
+3% +$17.5K 0.18% 61
2020
Q3 		$541K Buy
13,731
+266
+2% +$11.6K 0.17% 64
2020
Q2 		$628K Buy
13,465
+152
+1% +$6.67K 0.22% 50
2020
Q1 		$523K Sell
13,313
-923
-6% -$40.5K 0.18% 60
2019
Q4 		$683K Buy
+14,236
New +$662K 0.17% 54

Other funds holding CSCO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Center for Financial Planning's CSCO Position: Q2 2026 in Review

Center for Financial Planning reduced its Cisco (CSCO) stake by 2.9% in Q2 2026, selling an estimated $29.6K and leaving 9,595 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #68.

Center for Financial Planning first reported a position in CSCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.57M in Q3 2023. 2,250 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Center for Financial Planning held 9,595 shares of Cisco worth $1.13M as of Q2 2026.
  • Center for Financial Planning sold 283 Cisco shares in Q2 2026, an estimated $29.6K.
  • Cisco made up 0.11% of Center for Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Center for Financial Planning first reported a position in Cisco in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Cisco position peaked at $1.57M in Q3 2023.
  • 2,250 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.