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Compass Financial Services’s Cisco CSCO Stock Holding History

Compass Financial Services’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
-650
Closed -$50.1K – 94
2025
Q4 		$50.1K Buy
650
+1
+0.2% +$74 0.02% 98
2025
Q3 		$44.4K Sell
649
-61
-9% -$4.16K 0.02% 109
2025
Q2 		$49.3K Buy
710
+1
+0.1% +$61 0.02% 92
2025
Q1 		$43.7K Buy
709
+531
+298% +$32.7K 0.02% 90
2024
Q4 		$10.6K Buy
+178
New +$10.2K 0.01% 131

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

Compass Financial Services's CSCO Position: Q1 2026 in Review

Compass Financial Services sold out of Cisco (CSCO) in Q1 2026, closing a stake of 650 shares — an estimated $50.1K sold.

Compass Financial Services first reported a position in CSCO in Q4 2024 and held it in 5 quarters. The position peaked at $50.1K in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Compass Financial Services reported no remaining Cisco position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 650 Cisco shares in Q1 2026, an estimated $50.1K.
  • Compass Financial Services first reported a position in Cisco in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Cisco position peaked at $50.1K in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.