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Concord Wealth Partners’s Cisco CSCO Stock Holding History

Concord Wealth Partners’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 		$4.48M Buy
38,181
+16,641
+77% +$1.74M 0.51% 44
2026
Q1 		$1.67M Buy
21,540
+2,239
+12% +$175K 0.22% 101
2025
Q4 		$1.49M Buy
19,301
+169
+0.9% +$12.5K 0.19% 105
2025
Q3 		$1.31M Buy
19,132
+2,375
+14% +$162K 0.18% 109
2025
Q2 		$1.16M Buy
16,757
+2,278
+16% +$140K 0.17% 120
2025
Q1 		$893K Buy
14,479
+11,691
+419% +$720K 0.15% 121
2024
Q4 		$165K Sell
2,788
-452
-14% -$25.8K 0.03% 210
2024
Q3 		$172K Sell
3,240
-244
-7% -$11.9K 0.03% 216
2024
Q2 		$166K Sell
3,484
-817
-19% -$38.8K 0.03% 212
2024
Q1 		$215K Sell
4,301
-34,374
-89% -$1.72M 0.04% 204
2023
Q4 		$1.95M Buy
38,675
+7,347
+23% +$375K 0.39% 55
2023
Q3 		$1.68M Buy
31,328
+3,963
+14% +$214K 0.36% 50
2023
Q2 		$1.42M Buy
27,365
+11,279
+70% +$555K 0.3% 54
2023
Q1 		$841K Sell
16,086
-439
-3% -$21.4K 0.24% 57
2022
Q4 		$787K Sell
16,525
-5,101
-24% -$232K 0.24% 58
2022
Q3 		$865K Sell
21,626
-661
-3% -$29.3K 0.27% 54
2022
Q2 		$950K Buy
22,287
+4,329
+24% +$207K 0.26% 53
2022
Q1 		$1M Buy
17,958
+1,000
+6% +$56.6K 0.26% 51
2021
Q4 		$1.07M Buy
16,958
+11,089
+189% +$634K 0.26% 48
2021
Q3 		$319K Sell
5,869
-7,847
-57% -$440K 0.13% 53
2021
Q2 		$727K Buy
13,716
+1,266
+10% +$66.6K 0.21% 46
2021
Q1 		$644K Buy
12,450
+8,931
+254% +$419K 0.22% 47
2020
Q4 		$157K Buy
+3,519
New +$145K 0.12% 90

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

Concord Wealth Partners's CSCO Position: Q2 2026 in Review

Concord Wealth Partners increased its Cisco (CSCO) stake by 77% in Q2 2026, buying an estimated $1.74M and bringing the position to 38,181 shares worth $4.48M. The position accounts for 0.51% of the portfolio, ranked #44.

Concord Wealth Partners first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. 4,067 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Concord Wealth Partners held 38,181 shares of Cisco worth $4.48M as of Q2 2026.
  • Concord Wealth Partners bought 16,641 Cisco shares in Q2 2026, an estimated $1.74M.
  • Cisco made up 0.51% of Concord Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Concord Wealth Partners first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • 4,067 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.