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Oak Harbor Wealth Partners’s Cisco CSCO Stock Holding History

Oak Harbor Wealth Partners’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 		$2.2M Buy
28,408
+560
+2% +$43.8K 0.52% 46
2025
Q4 		$2.15M Buy
27,848
+157
+0.6% +$11.6K 0.52% 45
2025
Q3 		$1.89M Buy
27,691
+403
+1% +$27.5K 0.47% 50
2025
Q2 		$1.89M Buy
27,288
+853
+3% +$52.4K 0.51% 49
2025
Q1 		$1.63M Buy
26,435
+6,860
+35% +$422K 0.47% 53
2024
Q4 		$1.16M Sell
19,575
-3,443
-15% -$197K 0.34% 71
2024
Q3 		$1.23M Sell
23,018
-23,351
-50% -$1.14M 0.35% 77
2024
Q2 		$2.2M Buy
46,369
+1,200
+3% +$57K 0.69% 40
2024
Q1 		$2.25M Buy
45,169
+1,897
+4% +$94.6K 0.7% 40
2023
Q4 		$2.19M Sell
43,272
-1,108
-2% -$56.6K 0.73% 38
2023
Q3 		$2.39M Buy
44,380
+1,071
+2% +$57.8K 0.85% 32
2023
Q2 		$2.24M Sell
43,309
-421
-1% -$20.7K 0.77% 36
2023
Q1 		$2.29M Buy
43,730
+3,152
+8% +$154K 0.83% 35
2022
Q4 		$1.93M Sell
40,578
-1,819
-4% -$82.8K 0.74% 40
2022
Q3 		$1.7M Buy
42,397
+1,942
+5% +$86.2K 0.66% 42
2022
Q2 		$1.73M Buy
40,455
+4,469
+12% +$214K 0.69% 43
2022
Q1 		$2.01M Buy
35,986
+2,863
+9% +$162K 0.66% 42
2021
Q4 		$2.1M Buy
+33,123
New +$1.89M 0.72% 39

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

Oak Harbor Wealth Partners's CSCO Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Cisco (CSCO) stake by 2% in Q1 2026, buying an estimated $43.8K and bringing the position to 28,408 shares worth $2.2M. The position accounts for 0.52% of the portfolio, ranked #46.

Oak Harbor Wealth Partners first reported a position in CSCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.39M in Q3 2023. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Oak Harbor Wealth Partners held 28,408 shares of Cisco worth $2.2M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 560 Cisco shares in Q1 2026, an estimated $43.8K.
  • Cisco made up 0.52% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Oak Harbor Wealth Partners first reported a position in Cisco in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Cisco position peaked at $2.39M in Q3 2023.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.