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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
Q2 		$445K Buy
3,790
+100
+3% +$10.5K 0.11% 76
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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concentrum Wealth Management's CSCO Position: Q2 2026 in Review

Concentrum Wealth Management increased its Cisco (CSCO) stake by 2.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 3,790 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #76.

Concentrum Wealth Management first reported a position in CSCO in Q1 2019 and has held it in 5 quarters since. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Concentrum Wealth Management held 3,790 shares of Cisco worth $445K as of Q2 2026.
  • Concentrum Wealth Management bought 100 Cisco shares in Q2 2026, an estimated $10.5K.
  • Cisco made up 0.11% of Concentrum Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Concentrum Wealth Management first reported a position in Cisco in Q1 2019 and has held it in 5 quarters since.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.