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Defined Financial Planning’s Cisco CSCO Stock Holding History

Defined Financial Planning’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
2025
Q3 		$276K Buy
3,920
+95
+2% +$6.48K 0.23% 52
2025
Q2 		$257K Sell
3,825
-762
-17% -$46.8K 0.23% 59
2025
Q1 		$283K Sell
4,587
-260
-5% -$16K 0.29% 54
2024
Q4 		$287K Buy
+4,847
New +$277K 0.31% 48

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Financial Planning's CSCO Position: Q3 2025 in Review

Defined Financial Planning increased its Cisco (CSCO) stake by 2.5% in Q3 2025, buying an estimated $6.48K and bringing the position to 3,920 shares worth $276K. The position accounts for 0.23% of the portfolio, ranked #52.

Defined Financial Planning first reported a position in CSCO in Q4 2024 and has held it in 4 quarters since. The position peaked at $287K in Q4 2024. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Defined Financial Planning held 3,920 shares of Cisco worth $276K as of Q3 2025.
  • Defined Financial Planning bought 95 Cisco shares in Q3 2025, an estimated $6.48K.
  • Cisco made up 0.23% of Defined Financial Planning's portfolio in Q3 2025, its #52 holding.
  • Defined Financial Planning first reported a position in Cisco in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Cisco position peaked at $287K in Q4 2024.
  • 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.