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Cyndeo Wealth Partners’s Cisco CSCO Stock Holding History

Cyndeo 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
Q1 		$10.4M Buy
133,827
+104,786
+361% +$8.2M 0.55% 56
2025
Q4 		$2.24M Sell
29,041
-2,035
-7% -$151K 0.12% 157
2025
Q3 		$2.13M Buy
31,076
+3,779
+14% +$258K 0.12% 161
2025
Q2 		$1.89M Buy
27,297
+12,949
+90% +$796K 0.11% 166
2025
Q1 		$885K Sell
14,348
-373
-3% -$23K 0.06% 232
2024
Q4 		$872K Sell
14,721
-3,290
-18% -$188K 0.06% 232
2024
Q3 		$959K Sell
18,011
-67
-0.4% -$3.26K 0.07% 219
2024
Q2 		$859K Sell
18,078
-11,087
-38% -$526K 0.07% 223
2024
Q1 		$1.46M Sell
29,165
-80
-0.3% -$3.99K 0.12% 174
2023
Q4 		$1.48M Sell
29,245
-228
-0.8% -$11.6K 0.14% 164
2023
Q3 		$1.58M Buy
29,473
+2,623
+10% +$142K 0.17% 144
2023
Q2 		$1.39M Sell
26,850
-41,527
-61% -$2.04M 0.15% 147
2023
Q1 		$3.57M Sell
68,377
-33,859
-33% -$1.65M 0.39% 85
2022
Q4 		$4.87M Buy
+102,236
New +$4.65M 0.57% 58

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

Cyndeo Wealth Partners's CSCO Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Cisco (CSCO) stake by 361% in Q1 2026, buying an estimated $8.2M and bringing the position to 133,827 shares worth $10.4M. The position accounts for 0.55% of the portfolio, ranked #56.

Cyndeo Wealth Partners first reported a position in CSCO in Q4 2022 and has held it in 14 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Cyndeo Wealth Partners held 133,827 shares of Cisco worth $10.4M as of Q1 2026.
  • Cyndeo Wealth Partners bought 104,786 Cisco shares in Q1 2026, an estimated $8.2M.
  • Cisco made up 0.55% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Cyndeo Wealth Partners first reported a position in Cisco in Q4 2022 and has held it in 14 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.