Elk River Wealth Management’s Cisco CSCO Stock Holding History

Elk River 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 Q1	$316K	Buy	4,073 +80	+2%	+$6.26K	0.05%	86
2025 Q4	$308K	Hold	3,993	–	–	0.05%	88
2025 Q3	$273K	Hold	3,993	–	–	0.04%	90
2025 Q2	$277K	Hold	3,993	–	–	0.05%	84
2025 Q1	$246K	Sell	3,993 -26	-0.6%	-$1.6K	0.05%	86
2024 Q4	$238K	Sell	4,019 -151	-4%	-$8.62K	0.04%	91
2024 Q3	$222K	Buy	+4,170	New	+$203K	0.04%	93
2024 Q2	–	Sell	-4,070	Closed	-$203K	–	94
2024 Q1	$203K	Sell	4,070 -285	-7%	-$14.2K	0.04%	95
2023 Q4	$220K	Buy	4,355 +125	+3%	+$6.39K	0.04%	105
2023 Q3	$227K	Sell	4,230 -438	-9%	-$23.6K	0.05%	97
2023 Q2	$242K	Hold	4,668	–	–	0.05%	96
2023 Q1	$244K	Sell	4,668 -987	-17%	-$48.2K	0.06%	94
2022 Q4	$269K	Sell	5,655 -462	-8%	-$21K	0.07%	95
2022 Q3	$245K	Buy	6,117 +406	+7%	+$18K	0.06%	93
2022 Q2	$244K	Sell	5,711 -2,100	-27%	-$101K	0.06%	93
2022 Q1	$436K	Sell	7,811 -607	-7%	-$34.3K	0.1%	83
2021 Q4	$533K	Buy	8,418 +1,000	+13%	+$57.1K	0.12%	80
2021 Q3	$404K	Sell	7,418 -264	-3%	-$14.8K	0.1%	89
2021 Q2	$407K	Sell	7,682 -438	-5%	-$23K	0.11%	88
2021 Q1	$420K	Buy	8,120 +442	+6%	+$20.7K	0.12%	83
2020 Q4	$344K	Buy	+7,678	New	+$316K	0.11%	91

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Elk River Wealth Management's CSCO Position: Q1 2026 in Review

Elk River Wealth Management increased its Cisco (CSCO) stake by 2% in Q1 2026, buying an estimated $6.26K and bringing the position to 4,073 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #86.

Elk River Wealth Management first reported a position in CSCO in Q4 2020 and has held it in 21 quarters since. The position peaked at $533K in Q4 2021. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Elk River Wealth Management held 4,073 shares of Cisco worth $316K as of Q1 2026.
Elk River Wealth Management bought 80 Cisco shares in Q1 2026, an estimated $6.26K.
Cisco made up 0.05% of Elk River Wealth Management's portfolio in Q1 2026, its #86 holding.
Elk River Wealth Management first reported a position in Cisco in Q4 2020 and has held it in 21 quarters since.
Elk River Wealth Management's Cisco position peaked at $533K in Q4 2021.
3,718 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.