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Diversify Wealth Management’s Cisco CSCO Stock Holding History

Diversify 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
Q2 		$20.2M Sell
176,160
-4,590
-3% -$480K 0.34% 53
2026
Q1 		$16.2M Buy
180,750
+84,269
+87% +$6.6M 0.29% 66
2025
Q4 		$7.28M Buy
96,481
+417
+0.4% +$30.9K 0.34% 72
2025
Q3 		$7.15M Buy
96,064
+2,489
+3% +$170K 0.41% 61
2025
Q2 		$6.68M Buy
93,575
+6,414
+7% +$394K 0.41% 57
2025
Q1 		$5M Buy
87,161
+4,163
+5% +$256K 0.37% 66
2024
Q4 		$4.88M Buy
82,998
+27,175
+49% +$1.55M 0.38% 65
2024
Q3 		$3.14M Buy
55,823
+2,732
+5% +$133K 0.3% 84
2024
Q2 		$2.38M Buy
+53,091
New +$2.52M 0.3% 84

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's CSCO Position: Q2 2026 in Review

Diversify Wealth Management reduced its Cisco (CSCO) stake by 2.5% in Q2 2026, selling an estimated $480K and leaving 176,160 shares worth $20.2M. The position accounts for 0.34% of the portfolio, ranked #53.

Diversify Wealth Management first reported a position in CSCO in Q2 2024 and has held it in 9 quarters since. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Diversify Wealth Management held 176,160 shares of Cisco worth $20.2M as of Q2 2026.
  • Diversify Wealth Management sold 4,590 Cisco shares in Q2 2026, an estimated $480K.
  • Cisco made up 0.34% of Diversify Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Diversify Wealth Management first reported a position in Cisco in Q2 2024 and has held it in 9 quarters since.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.