CWM
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Consultiva Wealth Management’s Cisco CSCO Stock Holding History

Consultiva 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 		$23.2K Hold
299
– – 0.07% 150
2025
Q4 		$23K Hold
299
– – 0.06% 149
2025
Q3 		$20.5K Hold
299
– – 0.06% 159
2025
Q2 		$20.7K Hold
299
– – 0.06% 161
2025
Q1 		$18.4K Hold
299
– – 0.06% 160
2024
Q4 		$17.7K Buy
+299
New +$17.1K 0.09% 104

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

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

Consultiva Wealth Management held its Cisco (CSCO) position steady in Q1 2026 at 299 shares worth $23.2K. The position accounts for 0.07% of the portfolio, ranked #150.

Consultiva Wealth Management first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Consultiva Wealth Management held 299 shares of Cisco worth $23.2K as of Q1 2026.
  • Consultiva Wealth Management left its Cisco share count unchanged in Q1 2026.
  • Cisco made up 0.07% of Consultiva Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Consultiva Wealth Management first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

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