DWR Wealth Management
CSCO icon

DWR Wealth Management’s Cisco CSCO Stock Holding History

DWR 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
Q3 		$765K Buy
7,154
+25
+0.4% +$2.82K 0.53% 25
2026
Q2 		$839K Hold
7,129
– – 0.63% 24
2026
Q1 		$549K Buy
7,129
+17
+0.2% +$1.33K 0.48% 29
2025
Q4 		$551K Buy
+7,112
New +$528K 0.51% 27

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

DWR Wealth Management's CSCO Position: Q3 2026 in Review

DWR Wealth Management increased its Cisco (CSCO) stake by 0.35% in Q3 2026, buying an estimated $2.82K and bringing the position to 7,154 shares worth $765K. The position accounts for 0.53% of the portfolio, ranked #25.

DWR Wealth Management first reported a position in CSCO in Q4 2025 and has held it in 4 quarters since. The position peaked at $839K in Q2 2026. 2,451 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • DWR Wealth Management held 7,154 shares of Cisco worth $765K as of Q3 2026.
  • DWR Wealth Management bought 25 Cisco shares in Q3 2026, an estimated $2.82K.
  • Cisco made up 0.53% of DWR Wealth Management's portfolio in Q3 2026, its #25 holding.
  • DWR Wealth Management first reported a position in Cisco in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's Cisco position peaked at $839K in Q2 2026.
  • 2,451 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.