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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
Q2 		$326K Sell
1,981
-3,303
-63% -$345K 0.22% 45
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 $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

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

Mittelman Wealth Management reduced its Cisco (CSCO) stake by 63% in Q2 2026, selling an estimated $345K and leaving 1,981 shares worth $326K. The position accounts for 0.22% of the portfolio, ranked #45.

Mittelman Wealth Management first reported a position in CSCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $488K in Q4 2025. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Mittelman Wealth Management held 1,981 shares of Cisco worth $326K as of Q2 2026.
  • Mittelman Wealth Management sold 3,303 Cisco shares in Q2 2026, an estimated $345K.
  • Cisco made up 0.22% of Mittelman Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Mittelman Wealth Management first reported a position in Cisco in Q2 2024 and has held it in 9 quarters since.
  • Mittelman Wealth Management's Cisco position peaked at $488K in Q4 2025.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.