Grand Wealth Management
CSCO icon

Grand Wealth Management’s Cisco CSCO Stock Holding History

Grand 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
Q3 		$280K Buy
2,598
+613
+31% +$69.1K 0.12% 49
2026
Q2 		$233K Sell
1,985
-855
-30% -$89.4K 0.1% 46
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Grand Wealth Management's CSCO Position: Q3 2026 in Review

Grand Wealth Management increased its Cisco (CSCO) stake by 31% in Q3 2026, buying an estimated $69.1K and bringing the position to 2,598 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #49.

Grand Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 5 quarters since. 3,048 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Grand Wealth Management held 2,598 shares of Cisco worth $280K as of Q3 2026.
  • Grand Wealth Management bought 613 Cisco shares in Q3 2026, an estimated $69.1K.
  • Cisco made up 0.12% of Grand Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Grand Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 5 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Grand Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.