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Cherry Tree Wealth Management’s Cisco CSCO Stock Holding History

Cherry Tree 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 		$145K Hold
1,874
– – 0.03% 184
2025
Q4 		$144K Buy
1,874
+394
+27% +$29.2K 0.03% 190
2025
Q3 		$101K Hold
1,480
– – 0.02% 214
2025
Q2 		$103K Sell
1,480
-76
-5% -$4.67K 0.02% 212
2025
Q1 		$96K Buy
1,556
+65
+4% +$4K 0.02% 213
2024
Q4 		$88.3K Hold
1,491
– – 0.02% 221
2024
Q3 		$79.4K Hold
1,491
– – 0.02% 232
2024
Q2 		$70.8K Buy
1,491
+11
+0.7% +$522 0.02% 231
2024
Q1 		$73.9K Hold
1,480
– – 0.02% 227
2023
Q4 		$74.8K Buy
1,480
+170
+13% +$8.69K 0.02% 217
2023
Q3 		$70.4K Sell
1,310
-680
-34% -$36.7K 0.02% 211
2023
Q2 		$103K Buy
+1,990
New +$97.9K 0.03% 186

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cherry Tree Wealth Management's CSCO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Cisco (CSCO) position steady in Q1 2026 at 1,874 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #184.

Cherry Tree Wealth Management first reported a position in CSCO in Q2 2023 and has held it in 12 quarters since. 3,738 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Cherry Tree Wealth Management held 1,874 shares of Cisco worth $145K as of Q1 2026.
  • Cherry Tree Wealth Management left its Cisco share count unchanged in Q1 2026.
  • Cisco made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Cherry Tree Wealth Management first reported a position in Cisco in Q2 2023 and has held it in 12 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.