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Live Oak Private Wealth’s Cisco CSCO Stock Holding History

Live Oak Private Wealth’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 		$11.1M Sell
142,958
-3,773
-3% -$295K 1.55% 20
2025
Q4 		$11.3M Sell
146,731
-618
-0.4% -$45.9K 1.54% 18
2025
Q3 		$10.1M Buy
147,349
+2,793
+2% +$190K 1.4% 23
2025
Q2 		$10M Buy
144,556
+2,031
+1% +$125K 1.5% 21
2025
Q1 		$8.8M Buy
142,525
+725
+0.5% +$44.6K 1.43% 23
2024
Q4 		$8.39M Sell
141,800
-967
-0.7% -$55.2K 1.41% 25
2024
Q3 		$7.6M Sell
142,767
-3,106
-2% -$151K 1.23% 29
2024
Q2 		$6.93M Buy
145,873
+432
+0.3% +$20.5K 1.19% 30
2024
Q1 		$7.26M Sell
145,441
-1,353
-0.9% -$67.5K 1.26% 27
2023
Q4 		$7.42M Buy
146,794
+911
+0.6% +$46.5K 1.39% 28
2023
Q3 		$7.84M Sell
145,883
-879
-0.6% -$47.4K 1.67% 19
2023
Q2 		$7.59M Buy
146,762
+1,542
+1% +$75.8K 1.51% 25
2023
Q1 		$7.59M Buy
145,220
+296
+0.2% +$14.5K 1.57% 21
2022
Q4 		$6.9M Buy
144,924
+722
+0.5% +$32.9K 1.43% 27
2022
Q3 		$5.77M Buy
144,202
+1,660
+1% +$73.6K 1.29% 31
2022
Q2 		$6.08M Buy
142,542
+6,604
+5% +$316K 1.28% 26
2022
Q1 		$7.58M Buy
135,938
+8,381
+7% +$474K 1.47% 18
2021
Q4 		$8.08M Sell
127,557
-20,329
-14% -$1.16M 1.51% 17
2021
Q3 		$8.05M Buy
147,886
+6,135
+4% +$344K 1.63% 14
2021
Q2 		$7.51M Buy
141,751
+7,252
+5% +$381K 1.66% 15
2021
Q1 		$6.96M Buy
134,499
+9,018
+7% +$423K 1.71% 15
2020
Q4 		$5.62M Buy
125,481
+8,287
+7% +$341K 1.57% 23
2020
Q3 		$4.62M Buy
117,194
+5,478
+5% +$239K 1.59% 27
2020
Q2 		$5.21M Buy
111,716
+93,350
+508% +$4.09M 1.89% 13
2020
Q1 		$722K Buy
18,366
+10,358
+129% +$454K 0.74% 32
2019
Q4 		$384K Buy
+8,008
New +$372K 0.37% 50

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

Live Oak Private Wealth's CSCO Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Cisco (CSCO) stake by 2.6% in Q1 2026, selling an estimated $295K and leaving 142,958 shares worth $11.1M. The position accounts for 1.55% of the portfolio, ranked #20.

Live Oak Private Wealth first reported a position in CSCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Live Oak Private Wealth held 142,958 shares of Cisco worth $11.1M as of Q1 2026.
  • Live Oak Private Wealth sold 3,773 Cisco shares in Q1 2026, an estimated $295K.
  • Cisco made up 1.55% of Live Oak Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Live Oak Private Wealth first reported a position in Cisco in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Cisco position peaked at $11.3M in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.