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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
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 $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

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

Modern Wealth Management increased its Cisco (CSCO) stake by 0.9% in Q1 2026, buying an estimated $77.1K and bringing the position to 110,242 shares worth $8.59M. The position accounts for 0.15% of the portfolio, ranked #148.

Modern Wealth Management first reported a position in CSCO in Q1 2024 and has held it in 9 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Modern Wealth Management held 110,242 shares of Cisco worth $8.59M as of Q1 2026.
  • Modern Wealth Management bought 985 Cisco shares in Q1 2026, an estimated $77.1K.
  • Cisco made up 0.15% of Modern Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Modern Wealth Management first reported a position in Cisco in Q1 2024 and has held it in 9 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.