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Laurel Oak Wealth Management’s Cisco CSCO Stock Holding History

Laurel Oak 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 		$1.09M Sell
9,258
-534
-5% -$55.8K 0.16% 115
2026
Q1 		$760K Sell
9,792
-1,285
-12% -$101K 0.13% 139
2025
Q4 		$853K Buy
+11,077
New +$822K 0.14% 122

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

Laurel Oak Wealth Management's CSCO Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Cisco (CSCO) stake by 5.5% in Q2 2026, selling an estimated $55.8K and leaving 9,258 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #115.

Laurel Oak Wealth Management first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,059 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Laurel Oak Wealth Management held 9,258 shares of Cisco worth $1.09M as of Q2 2026.
  • Laurel Oak Wealth Management sold 534 Cisco shares in Q2 2026, an estimated $55.8K.
  • Cisco made up 0.16% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Laurel Oak Wealth Management first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
  • 4,059 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.