CWM
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Collaborative Wealth Management’s Cisco CSCO Stock Holding History

Collaborative 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 		– Sell
-5,654
Closed -$436K – 178
2025
Q4 		$436K Buy
+5,654
New +$420K 0.15% 125

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

Collaborative Wealth Management's CSCO Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Cisco (CSCO) in Q1 2026, closing a stake of 5,654 shares — an estimated $436K sold.

Collaborative Wealth Management first reported a position in CSCO in Q4 2025 and held it in 1 quarter. The position peaked at $436K in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Cisco position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 5,654 Cisco shares in Q1 2026, an estimated $436K.
  • Collaborative Wealth Management first reported a position in Cisco in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Cisco position peaked at $436K in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

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