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Mowery & Schoenfeld Wealth Management’s Cisco CSCO Stock Holding History

Mowery & Schoenfeld 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 		$254K Hold
2,166
– – 0.35% 49
2026
Q1 		$168K Sell
2,166
-496
-19% -$38.8K 0.26% 63
2025
Q4 		$205K Buy
2,662
+617
+30% +$45.8K 0.3% 53
2025
Q3 		$140K Hold
2,045
– – 0.24% 65
2025
Q2 		$142K Sell
2,045
-3,119
-60% -$192K 0.22% 57
2025
Q1 		$319K Buy
5,164
+3,083
+148% +$190K 0.62% 33
2024
Q4 		$123K Buy
2,081
+301
+17% +$17.2K 0.24% 60
2024
Q3 		$94.7K Sell
1,780
-1,775
-50% -$86.3K 0.15% 65
2024
Q2 		$169K Hold
3,555
– – 0.24% 39
2024
Q1 		$177K Hold
3,555
– – 0.34% 32
2023
Q4 		$180K Buy
+3,555
New +$182K 0.36% 37

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's CSCO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Cisco (CSCO) position steady in Q2 2026 at 2,166 shares worth $254K. The position accounts for 0.35% of the portfolio, ranked #49.

Mowery & Schoenfeld Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $319K in Q1 2025. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 2,166 shares of Cisco worth $254K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 0.35% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Cisco position peaked at $319K in Q1 2025.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.