Litman Gregory Wealth Management’s Cisco CSCO Stock Holding History

Litman Gregory 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
2025 Q4	$83K	Buy	+1,077	New	+$79.9K	0.01%	193
2023 Q4	–	Sell	-4,722	Closed	-$254K	–	121
2023 Q3	$254K	Buy	+4,722	New	+$255K	0.03%	111
2023 Q2	–	Sell	-8,786	Closed	-$459K	–	87
2023 Q1	$459K	Buy	+8,786	New	+$429K	0.17%	20
2021 Q2	–	Sell	-78	Closed	-$4K	–	93
2021 Q1	$4K	Hold	78	–	–	﹤0.01%	170
2020 Q4	$3K	Sell	78 -105	-57%	-$4.32K	﹤0.01%	176
2020 Q3	$7K	Buy	183 +105	+135%	+$4.58K	﹤0.01%	158
2020 Q2	$4K	Hold	78	–	–	﹤0.01%	150
2020 Q1	$3K	Hold	78	–	–	﹤0.01%	144
2019 Q4	$4K	Sell	78 -1,418	-95%	-$65.9K	﹤0.01%	179
2019 Q3	$74K	Sell	1,496 -1,418	-49%	-$73.7K	0.02%	69
2019 Q2	$159K	Buy	+2,914	New	+$161K	0.04%	51
2019 Q1	–	Sell	-500	Closed	-$22K	–	137
2018 Q4	$22K	Buy	+500	New	+$22.9K	0.01%	92
2018 Q2	–	Sell	-1,800	Closed	-$77K	–	113
2018 Q1	$77K	Buy	+1,800	New	+$76.3K	0.03%	66

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Litman Gregory Wealth Management's CSCO Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Cisco (CSCO) in Q4 2025: 1,077 shares worth $83K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in CSCO as recently as Q3 2023.

Litman Gregory Wealth Management first reported a position in CSCO in Q1 2018 and has held it in 13 quarters since. The position peaked at $459K in Q1 2023. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

Litman Gregory Wealth Management held 1,077 shares of Cisco worth $83K as of Q4 2025.
Cisco was a new Litman Gregory Wealth Management position in Q4 2025.
Cisco made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #193 holding.
Litman Gregory Wealth Management first reported a position in Cisco in Q1 2018 and has held it in 13 quarters since.
Litman Gregory Wealth Management's Cisco position peaked at $459K in Q1 2023.
3,718 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.