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McCarter Private Wealth Services’s Cisco CSCO Stock Holding History

McCarter Private Wealth Services’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 		$1.16M Sell
9,865
-504
-5% -$52.7K 0.4% 72
2026
Q1 		$805K Buy
10,369
+675
+7% +$52.8K 0.35% 68
2025
Q4 		$747K Buy
9,694
+2,197
+29% +$163K 0.34% 65
2025
Q3 		$513K Buy
7,497
+122
+2% +$8.32K 0.26% 77
2025
Q2 		$512K Buy
7,375
+368
+5% +$22.6K 0.29% 65
2025
Q1 		$432K Buy
7,007
+50
+0.7% +$3.08K 0.28% 66
2024
Q4 		$412K Sell
6,957
-790
-10% -$45.1K 0.26% 65
2024
Q3 		$412K Buy
+7,747
New +$377K 0.26% 66

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

McCarter Private Wealth Services's CSCO Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Cisco (CSCO) stake by 4.9% in Q2 2026, selling an estimated $52.7K and leaving 9,865 shares worth $1.16M. The position accounts for 0.4% of the portfolio, ranked #72.

McCarter Private Wealth Services first reported a position in CSCO in Q3 2024 and has held it in 8 quarters since. 4,074 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • McCarter Private Wealth Services held 9,865 shares of Cisco worth $1.16M as of Q2 2026.
  • McCarter Private Wealth Services sold 504 Cisco shares in Q2 2026, an estimated $52.7K.
  • Cisco made up 0.4% of McCarter Private Wealth Services's portfolio in Q2 2026, its #72 holding.
  • McCarter Private Wealth Services first reported a position in Cisco in Q3 2024 and has held it in 8 quarters since.
  • 4,074 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.