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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
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 $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

McCarter Private Wealth Services's CSCO Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Cisco (CSCO) stake by 7% in Q1 2026, buying an estimated $52.8K and bringing the position to 10,369 shares worth $805K. The position accounts for 0.35% of the portfolio, ranked #68.

McCarter Private Wealth Services first reported a position in CSCO in Q3 2024 and has held it in 7 quarters since. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • McCarter Private Wealth Services held 10,369 shares of Cisco worth $805K as of Q1 2026.
  • McCarter Private Wealth Services bought 675 Cisco shares in Q1 2026, an estimated $52.8K.
  • Cisco made up 0.35% of McCarter Private Wealth Services's portfolio in Q1 2026, its #68 holding.
  • McCarter Private Wealth Services first reported a position in Cisco in Q3 2024 and has held it in 7 quarters since.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.