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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
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 $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

Mindset Wealth Management's CSCO Position: Q1 2026 in Review

Mindset Wealth Management increased its Cisco (CSCO) stake by 0.42% in Q1 2026, buying an estimated $3.13K and bringing the position to 9,540 shares worth $740K. The position accounts for 0.2% of the portfolio, ranked #62.

Mindset Wealth Management first reported a position in CSCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $767K in Q2 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Mindset Wealth Management held 9,540 shares of Cisco worth $740K as of Q1 2026.
  • Mindset Wealth Management bought 40 Cisco shares in Q1 2026, an estimated $3.13K.
  • Cisco made up 0.2% of Mindset Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Mindset Wealth Management first reported a position in Cisco in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Cisco position peaked at $767K in Q2 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.