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Financial Plan Inc’s Cisco CSCO Stock Holding History

Financial Plan Inc’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 		$285K Buy
+2,430
New +$254K 0.03% 85

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

Financial Plan Inc's CSCO Position: Q2 2026 in Review

Financial Plan Inc opened a new position in Cisco (CSCO) in Q2 2026: 2,430 shares worth $285K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings.

4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Financial Plan Inc held 2,430 shares of Cisco worth $285K as of Q2 2026.
  • Cisco was a new Financial Plan Inc position in Q2 2026.
  • Cisco made up 0.03% of Financial Plan Inc's portfolio in Q2 2026, its #85 holding.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.