Grand Wealth Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$220K Buy
+2,840
New +$222K 0.1% 45
2024
Q1
Sell
-5,103
Closed -$258K 73
2023
Q4
$258K Buy
+5,103
New +$261K 0.14% 38
2022
Q1
Sell
-3,228
Closed -$205K 59
2021
Q4
$205K Buy
+3,228
New +$184K 0.09% 33

Other funds holding CSCO

Grand Wealth Management's CSCO Position: Q1 2026 in Review

Grand Wealth Management opened a new position in Cisco (CSCO) in Q1 2026: 2,840 shares worth $220K. The stake represents 0.1% of the portfolio and ranks #45 among its holdings. This is a return to the name: Grand Wealth Management previously reported a position in CSCO as recently as Q4 2023.

Grand Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 3 quarters since. The position peaked at $258K in Q4 2023. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Grand Wealth Management held 2,840 shares of Cisco worth $220K as of Q1 2026.
  • Cisco was a new Grand Wealth Management position in Q1 2026.
  • Cisco made up 0.1% of Grand Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Grand Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 3 quarters since.
  • Grand Wealth Management's Cisco position peaked at $258K in Q4 2023.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.