Estate Planners Group’s Cisco CSCO Stock Holding History

Estate Planners Group’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	–	Sell	-72	Closed	-$5.57K	–	137
2025 Q4	$5.57K	Buy	+72	New	+$5.34K	﹤0.01%	325

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

Estate Planners Group's CSCO Position: Q1 2026 in Review

Estate Planners Group sold out of Cisco (CSCO) in Q1 2026, closing a stake of 72 shares — an estimated $5.57K sold.

Estate Planners Group first reported a position in CSCO in Q4 2025 and held it in 1 quarter. The position peaked at $5.57K in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Estate Planners Group reported no remaining Cisco position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 72 Cisco shares in Q1 2026, an estimated $5.57K.
Estate Planners Group first reported a position in Cisco in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Cisco position peaked at $5.57K in Q4 2025.
3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.