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Dynasty Wealth Management’s Cisco CSCO Stock Holding History

Dynasty 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 		$208K Buy
+1,774
New +$186K ﹤0.01% 356
2018
Q4 		– Sell
-10,700
Closed -$521K – 22
2018
Q3 		$521K Buy
+10,700
New +$481K 0.67% 36

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

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

Dynasty Wealth Management opened a new position in Cisco (CSCO) in Q2 2026: 1,774 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in CSCO as recently as Q3 2018.

Dynasty Wealth Management first reported a position in CSCO in Q3 2018 and has held it in 2 quarters since. The position peaked at $521K in Q3 2018. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Dynasty Wealth Management held 1,774 shares of Cisco worth $208K as of Q2 2026.
  • Cisco was a new Dynasty Wealth Management position in Q2 2026.
  • Cisco made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Dynasty Wealth Management first reported a position in Cisco in Q3 2018 and has held it in 2 quarters since.
  • Dynasty Wealth Management's Cisco position peaked at $521K in Q3 2018.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.