MWM
CSCO icon

Mindset Wealth Management’s Cisco CSCO Stock Holding History

Mindset 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 		$1.33M Buy
11,350
+1,810
+19% +$189K 0.26% 42
2026
Q1 		$740K Buy
9,540
+40
+0.4% +$3.13K 0.2% 62
2025
Q4 		$732K Sell
9,500
-1,599
-14% -$119K 0.19% 57
2025
Q3 		$759K Buy
11,099
+44
+0.4% +$3K 0.21% 51
2025
Q2 		$767K Sell
11,055
-24
-0.2% -$1.48K 0.25% 43
2025
Q1 		$684K Buy
11,079
+1,378
+14% +$84.8K 0.27% 42
2024
Q4 		$574K Sell
9,701
-1,400
-13% -$80K 0.21% 49
2024
Q3 		$591K Buy
+11,101
New +$540K 0.24% 45

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

Mindset Wealth Management's CSCO Position: Q2 2026 in Review

Mindset Wealth Management increased its Cisco (CSCO) stake by 19% in Q2 2026, buying an estimated $189K and bringing the position to 11,350 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #42.

Mindset Wealth Management first reported a position in CSCO in Q3 2024 and has held it in 8 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Mindset Wealth Management held 11,350 shares of Cisco worth $1.33M as of Q2 2026.
  • Mindset Wealth Management bought 1,810 Cisco shares in Q2 2026, an estimated $189K.
  • Cisco made up 0.26% of Mindset Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Mindset Wealth Management first reported a position in Cisco in Q3 2024 and has held it in 8 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.