HP
CSCO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Holistic Planning's CSCO Position: Q1 2026 in Review

Holistic Planning reduced its Cisco (CSCO) stake by 0.78% in Q1 2026, selling an estimated $5.56K and leaving 9,086 shares worth $705K. The position accounts for 0.14% of the portfolio, ranked #137.

Holistic Planning first reported a position in CSCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $705K in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Holistic Planning held 9,086 shares of Cisco worth $705K as of Q1 2026.
  • Holistic Planning sold 71 Cisco shares in Q1 2026, an estimated $5.56K.
  • Cisco made up 0.14% of Holistic Planning's portfolio in Q1 2026, its #137 holding.
  • Holistic Planning first reported a position in Cisco in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's Cisco position peaked at $705K in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.