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Integrated Wealth Management (Ohio)’s Cisco CSCO Stock Holding History

Integrated Wealth Management (Ohio)’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 		$217K Sell
1,844
-830
-31% -$86.8K 0.23% 87
2026
Q1 		$208K Buy
+2,674
New +$209K 0.24% 92

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

Integrated Wealth Management (Ohio)'s CSCO Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its Cisco (CSCO) stake by 31% in Q2 2026, selling an estimated $86.8K and leaving 1,844 shares worth $217K. The position accounts for 0.23% of the portfolio, ranked #87.

Integrated Wealth Management (Ohio) first reported a position in CSCO in Q1 2026 and has held it in 2 quarters since. 4,053 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 1,844 shares of Cisco worth $217K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 830 Cisco shares in Q2 2026, an estimated $86.8K.
  • Cisco made up 0.23% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #87 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Cisco in Q1 2026 and has held it in 2 quarters since.
  • 4,053 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.