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Holistic Planning’s Cisco CSCO Stock Holding History

Holistic 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 		$1.17M Buy
9,938
+852
+9% +$89.1K 0.18% 117
2026
Q1 		$705K Sell
9,086
-71
-0.8% -$5.56K 0.14% 137
2025
Q4 		$705K Buy
9,157
+1,042
+13% +$77.3K 0.15% 127
2025
Q3 		$555K Sell
8,115
-1,680
-17% -$115K 0.15% 118
2025
Q2 		$680K Buy
9,795
+2,720
+38% +$167K 0.19% 90
2025
Q1 		$437K Buy
7,075
+112
+2% +$6.89K 0.15% 113
2024
Q4 		$412K Sell
6,963
-14
-0.2% -$800 0.15% 107
2024
Q3 		$371K Buy
6,977
+773
+12% +$37.6K 0.16% 99
2024
Q2 		$310K Hold
6,204
– – 0.24% 82
2024
Q1 		$310K Buy
6,204
+209
+3% +$10.4K 0.24% 82
2023
Q4 		$303K Buy
+5,995
New +$306K 0.26% 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

Holistic Planning's CSCO Position: Q2 2026 in Review

Holistic Planning increased its Cisco (CSCO) stake by 9.4% in Q2 2026, buying an estimated $89.1K and bringing the position to 9,938 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #117.

Holistic Planning first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Holistic Planning held 9,938 shares of Cisco worth $1.17M as of Q2 2026.
  • Holistic Planning bought 852 Cisco shares in Q2 2026, an estimated $89.1K.
  • Cisco made up 0.18% of Holistic Planning's portfolio in Q2 2026, its #117 holding.
  • Holistic Planning first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.