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Falcon Wealth Planning’s Cisco CSCO Stock Holding History

Falcon Wealth Planning’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 		$856K Sell
7,283
-239
-3% -$25K 0.05% 108
2026
Q1 		$584K Buy
7,522
+1,033
+16% +$80.9K 0.04% 125
2025
Q4 		$500K Buy
6,489
+786
+14% +$58.3K 0.04% 118
2025
Q3 		$390K Buy
5,703
+136
+2% +$9.27K 0.04% 131
2025
Q2 		$386K Sell
5,567
-76
-1% -$4.67K 0.04% 118
2025
Q1 		$348K Buy
5,643
+147
+3% +$9.05K 0.04% 125
2024
Q4 		$325K Sell
5,496
-663
-11% -$37.9K 0.04% 130
2024
Q3 		$328K Sell
6,159
-22
-0.4% -$1.07K 0.04% 117
2024
Q2 		$294K Sell
6,181
-370
-6% -$17.6K 0.04% 111
2024
Q1 		$327K Buy
6,551
+396
+6% +$19.8K 0.05% 106
2023
Q4 		$311K Buy
6,155
+2,100
+52% +$107K 0.05% 99
2023
Q3 		$218K Sell
4,055
-71
-2% -$3.83K 0.05% 105
2023
Q2 		$213K Buy
+4,126
New +$203K 0.05% 102

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

Falcon Wealth Planning's CSCO Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Cisco (CSCO) stake by 3.2% in Q2 2026, selling an estimated $25K and leaving 7,283 shares worth $856K. The position accounts for 0.05% of the portfolio, ranked #108.

Falcon Wealth Planning first reported a position in CSCO in Q2 2023 and has held it in 13 quarters since. 4,069 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Falcon Wealth Planning held 7,283 shares of Cisco worth $856K as of Q2 2026.
  • Falcon Wealth Planning sold 239 Cisco shares in Q2 2026, an estimated $25K.
  • Cisco made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #108 holding.
  • Falcon Wealth Planning first reported a position in Cisco in Q2 2023 and has held it in 13 quarters since.
  • 4,069 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.