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Keudell/Morrison Wealth Management’s Cisco CSCO Stock Holding History

Keudell/Morrison 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
Q2 		$1.81M Buy
15,422
+4
+0% +$418 0.34% 50
2026
Q1 		$1.2M Buy
15,418
+413
+3% +$32.3K 0.24% 65
2025
Q4 		$1.16M Buy
+15,005
New +$1.11M 0.24% 65
2025
Q2 		$1.04M Sell
15,060
-2,424
-14% -$149K 0.23% 65
2025
Q1 		$1.08M Buy
17,484
+231
+1% +$14.2K 0.25% 61
2024
Q4 		$1.02M Buy
17,253
+154
+0.9% +$8.79K 0.27% 65
2024
Q3 		$910K Sell
17,099
-2,819
-14% -$137K 0.25% 72
2024
Q2 		$946K Sell
19,918
-160
-0.8% -$7.6K 0.28% 63
2024
Q1 		$1M Sell
20,078
-524
-3% -$26.1K 0.3% 63
2023
Q4 		$1.04M Sell
20,602
-728
-3% -$37.2K 0.34% 56
2023
Q3 		$1.15M Sell
21,330
-2,321
-10% -$125K 0.35% 56
2023
Q2 		$1.22M Sell
23,651
-4,074
-15% -$200K 0.35% 54
2023
Q1 		$1.45M Sell
27,725
-1,473
-5% -$71.9K 0.43% 40
2022
Q4 		$1.39M Buy
29,198
+453
+2% +$20.6K 0.45% 44
2022
Q3 		$1.15M Buy
28,745
+2,267
+9% +$101K 0.43% 46
2022
Q2 		$1.13M Buy
26,478
+3,049
+13% +$146K 0.41% 51
2022
Q1 		$1.31M Sell
23,429
-1,101
-4% -$62.3K 0.55% 50
2021
Q4 		$1.55M Sell
24,530
-1,066
-4% -$60.9K 0.61% 37
2021
Q3 		$1.39M Sell
25,596
-62
-0.2% -$3.48K 0.6% 41
2021
Q2 		$1.36M Sell
25,658
-2,963
-10% -$156K 0.74% 40
2021
Q1 		$1.48M Buy
28,621
+120
+0.4% +$5.63K 0.86% 33
2020
Q4 		$1.27M Buy
28,501
+909
+3% +$37.4K 0.81% 36
2020
Q3 		$1.09M Buy
27,592
+2,169
+9% +$94.5K 0.7% 39
2020
Q2 		$1.19M Buy
25,423
+2,228
+10% +$97.7K 0.98% 31
2020
Q1 		$912K Buy
23,195
+882
+4% +$38.7K 0.89% 38
2019
Q4 		$1.07M Buy
22,313
+275
+1% +$12.8K 0.74% 43
2019
Q3 		$1.09M Buy
22,038
+409
+2% +$21.3K 0.9% 37
2019
Q2 		$1.13M Sell
21,629
-866
-4% -$47.8K 0.99% 33
2019
Q1 		$1.22M Buy
+22,495
New +$1.09M 1.07% 30

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

Keudell/Morrison Wealth Management's CSCO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Cisco (CSCO) stake by 0.03% in Q2 2026, buying an estimated $418 and bringing the position to 15,422 shares worth $1.81M. The position accounts for 0.34% of the portfolio, ranked #50.

Keudell/Morrison Wealth Management first reported a position in CSCO in Q1 2019 and has held it in 29 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 15,422 shares of Cisco worth $1.81M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 4 Cisco shares in Q2 2026, an estimated $418.
  • Cisco made up 0.34% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Keudell/Morrison Wealth Management first reported a position in Cisco in Q1 2019 and has held it in 29 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.