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Modern Wealth Management’s Cisco CSCO Stock Holding History

Modern 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 		$14.5M Buy
123,608
+13,366
+12% +$1.4M 0.17% 141
2026
Q1 		$8.59M Buy
110,242
+985
+0.9% +$77.1K 0.15% 148
2025
Q4 		$8.42M Buy
109,257
+6,236
+6% +$463K 0.15% 145
2025
Q3 		$7.05M Buy
103,021
+6,727
+7% +$459K 0.14% 155
2025
Q2 		$6.68M Buy
96,294
+271
+0.3% +$16.7K 0.16% 134
2025
Q1 		$5.93M Buy
96,023
+37,320
+64% +$2.3M 0.19% 107
2024
Q4 		$3.48M Buy
58,703
+25,512
+77% +$1.46M 0.13% 136
2024
Q3 		$1.77M Buy
33,191
+5,252
+19% +$255K 0.11% 122
2024
Q2 		$1.33M Buy
27,939
+12,342
+79% +$586K 0.1% 121
2024
Q1 		$778K Buy
+15,597
New +$778K 0.07% 134

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

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

Modern Wealth Management increased its Cisco (CSCO) stake by 12% in Q2 2026, buying an estimated $1.4M and bringing the position to 123,608 shares worth $14.5M. The position accounts for 0.17% of the portfolio, ranked #141.

Modern Wealth Management first reported a position in CSCO in Q1 2024 and has held it in 10 quarters since. 4,072 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Modern Wealth Management held 123,608 shares of Cisco worth $14.5M as of Q2 2026.
  • Modern Wealth Management bought 13,366 Cisco shares in Q2 2026, an estimated $1.4M.
  • Cisco made up 0.17% of Modern Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Modern Wealth Management first reported a position in Cisco in Q1 2024 and has held it in 10 quarters since.
  • 4,072 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.