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Next Level Wealth Planning’s Cisco CSCO Stock Holding History

Next Level Wealth Planning’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 		$348K Buy
2,965
+23
+0.8% +$2.4K 0.15% 53
2026
Q1 		$228K Buy
2,942
+313
+12% +$24.5K 0.12% 65
2025
Q4 		$203K Buy
+2,629
New +$195K 0.11% 64

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

Next Level Wealth Planning's CSCO Position: Q2 2026 in Review

Next Level Wealth Planning increased its Cisco (CSCO) stake by 0.78% in Q2 2026, buying an estimated $2.4K and bringing the position to 2,965 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #53.

Next Level Wealth Planning first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,077 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Next Level Wealth Planning held 2,965 shares of Cisco worth $348K as of Q2 2026.
  • Next Level Wealth Planning bought 23 Cisco shares in Q2 2026, an estimated $2.4K.
  • Cisco made up 0.15% of Next Level Wealth Planning's portfolio in Q2 2026, its #53 holding.
  • Next Level Wealth Planning first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
  • 4,077 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.