North Berkeley Wealth Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$642K Buy
5,464
+1,064
+24% +$111K 0.26% 45
2026
Q1
$341K Hold
4,400
0.18% 57
2025
Q4
$339K Buy
+4,400
New +$326K 0.2% 61

Other funds holding CSCO

North Berkeley Wealth Management's CSCO Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Cisco (CSCO) stake by 24% in Q2 2026, buying an estimated $111K and bringing the position to 5,464 shares worth $642K. The position accounts for 0.26% of the portfolio, ranked #45.

North Berkeley Wealth Management first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • North Berkeley Wealth Management held 5,464 shares of Cisco worth $642K as of Q2 2026.
  • North Berkeley Wealth Management bought 1,064 Cisco shares in Q2 2026, an estimated $111K.
  • Cisco made up 0.26% of North Berkeley Wealth Management's portfolio in Q2 2026, its #45 holding.
  • North Berkeley Wealth Management first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.