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Mittelman Wealth Management’s Cisco CSCO Stock Holding History

Mittelman 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 		$410K Sell
5,284
-1,047
-17% -$82K 0.26% 42
2025
Q4 		$488K Buy
6,331
+3,047
+93% +$226K 0.32% 34
2025
Q3 		$225K Sell
3,284
-223
-6% -$15.2K 0.15% 41
2025
Q2 		$243K Sell
3,507
-1,573
-31% -$96.7K 0.21% 36
2025
Q1 		$314K Sell
5,080
-184
-3% -$11.3K 0.28% 28
2024
Q4 		$312K Sell
5,264
-734
-12% -$41.9K 0.29% 28
2024
Q3 		$319K Sell
5,998
-1,443
-19% -$70.2K 0.18% 25
2024
Q2 		$354K Buy
+7,441
New +$353K 0.23% 58

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

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

Mittelman Wealth Management reduced its Cisco (CSCO) stake by 17% in Q1 2026, selling an estimated $82K and leaving 5,284 shares worth $410K. The position accounts for 0.26% of the portfolio, ranked #42.

Mittelman Wealth Management first reported a position in CSCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $488K in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Mittelman Wealth Management held 5,284 shares of Cisco worth $410K as of Q1 2026.
  • Mittelman Wealth Management sold 1,047 Cisco shares in Q1 2026, an estimated $82K.
  • Cisco made up 0.26% of Mittelman Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Mittelman Wealth Management first reported a position in Cisco in Q2 2024 and has held it in 8 quarters since.
  • Mittelman Wealth Management's Cisco position peaked at $488K in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.