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Green Ridge Wealth Planning’s Cisco CSCO Stock Holding History

Green Ridge 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
Q3 		$648K Buy
6,017
+90
+2% +$10.1K 0.26% 44
2026
Q2 		$696K Sell
5,927
-773
-12% -$80.8K 0.29% 41
2026
Q1 		$520K Buy
6,700
+47
+0.7% +$3.68K 0.27% 44
2025
Q4 		$512K Buy
+6,653
New +$494K 0.26% 44

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Green Ridge Wealth Planning's CSCO Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Cisco (CSCO) stake by 1.5% in Q3 2026, buying an estimated $10.1K and bringing the position to 6,017 shares worth $648K. The position accounts for 0.26% of the portfolio, ranked #44.

Green Ridge Wealth Planning first reported a position in CSCO in Q4 2025 and has held it in 4 quarters since. The position peaked at $696K in Q2 2026. 164 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Green Ridge Wealth Planning held 6,017 shares of Cisco worth $648K as of Q3 2026.
  • Green Ridge Wealth Planning bought 90 Cisco shares in Q3 2026, an estimated $10.1K.
  • Cisco made up 0.26% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #44 holding.
  • Green Ridge Wealth Planning first reported a position in Cisco in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Cisco position peaked at $696K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.