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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
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 $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

Next Level Wealth Planning's CSCO Position: Q1 2026 in Review

Next Level Wealth Planning increased its Cisco (CSCO) stake by 12% in Q1 2026, buying an estimated $24.5K and bringing the position to 2,942 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #65.

Next Level Wealth Planning first reported a position in CSCO in Q4 2025 and has held it in 2 quarters since. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Next Level Wealth Planning held 2,942 shares of Cisco worth $228K as of Q1 2026.
  • Next Level Wealth Planning bought 313 Cisco shares in Q1 2026, an estimated $24.5K.
  • Cisco made up 0.12% of Next Level Wealth Planning's portfolio in Q1 2026, its #65 holding.
  • Next Level Wealth Planning first reported a position in Cisco in Q4 2025 and has held it in 2 quarters since.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.