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Concentrum Wealth Management’s Cisco CSCO Stock Holding History

Concentrum 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 		$286K Buy
3,690
+92
+3% +$7.2K 0.08% 87
2025
Q4 		$277K Buy
+3,598
New +$267K 0.08% 74
2019
Q3 		– Sell
-4,202
Closed -$230K – 45
2019
Q2 		$230K Buy
4,202
+304
+8% +$16.8K 0.28% 37
2019
Q1 		$210K Buy
+3,898
New +$189K 0.28% 33

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

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

Concentrum Wealth Management increased its Cisco (CSCO) stake by 2.6% in Q1 2026, buying an estimated $7.2K and bringing the position to 3,690 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #87.

Concentrum Wealth Management first reported a position in CSCO in Q1 2019 and has held it in 4 quarters since. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Concentrum Wealth Management held 3,690 shares of Cisco worth $286K as of Q1 2026.
  • Concentrum Wealth Management bought 92 Cisco shares in Q1 2026, an estimated $7.2K.
  • Cisco made up 0.08% of Concentrum Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Concentrum Wealth Management first reported a position in Cisco in Q1 2019 and has held it in 4 quarters since.
  • 3,718 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.