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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
Q2 		$16.7M Buy
142,072
+8,245
+6% +$862K 0.79% 29
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 $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

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

Cyndeo Wealth Partners increased its Cisco (CSCO) stake by 6.2% in Q2 2026, buying an estimated $862K and bringing the position to 142,072 shares worth $16.7M. The position accounts for 0.79% of the portfolio, ranked #29.

Cyndeo Wealth Partners first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Cyndeo Wealth Partners held 142,072 shares of Cisco worth $16.7M as of Q2 2026.
  • Cyndeo Wealth Partners bought 8,245 Cisco shares in Q2 2026, an estimated $862K.
  • Cisco made up 0.79% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Cyndeo Wealth Partners first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.