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Opes Wealth Management’s Cisco CSCO Stock Holding History

Opes 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
Q1 		$544K Buy
7,008
+441
+7% +$34.5K 0.09% 89
2025
Q4 		$506K Sell
6,567
-275
-4% -$20.4K 0.08% 97
2025
Q3 		$468K Buy
6,842
+75
+1% +$5.11K 0.08% 94
2025
Q2 		$469K Sell
6,767
-110
-2% -$6.76K 0.08% 94
2025
Q1 		$424K Buy
6,877
+100
+1% +$6.16K 0.09% 95
2024
Q4 		$401K Sell
6,777
-1,091
-14% -$62.3K 0.08% 97
2024
Q3 		$419K Sell
7,868
-178
-2% -$8.66K 0.08% 93
2024
Q2 		$382K Buy
8,046
+318
+4% +$15.1K 0.08% 93
2024
Q1 		$386K Sell
7,728
-77
-1% -$3.84K 0.09% 97
2023
Q4 		$394K Sell
7,805
-21
-0.3% -$1.07K 0.09% 94
2023
Q3 		$421K Sell
7,826
-177
-2% -$9.55K 0.12% 87
2023
Q2 		$414K Buy
8,003
+1,715
+27% +$84.4K 0.12% 90
2023
Q1 		$329K Hold
6,288
– – 0.11% 87
2022
Q4 		$300K Sell
6,288
-262
-4% -$11.9K 0.11% 85
2022
Q3 		$262K Hold
6,550
– – 0.1% 82
2022
Q2 		$279K Hold
6,550
– – 0.11% 79
2022
Q1 		$365K Sell
6,550
-1,003
-13% -$56.8K 0.12% 80
2021
Q4 		$479K Sell
7,553
-28
-0.4% -$1.6K 0.15% 69
2021
Q3 		$413K Sell
7,581
-200
-3% -$11.2K 0.15% 68
2021
Q2 		$412K Sell
7,781
-85
-1% -$4.47K 0.15% 60
2021
Q1 		$407K Buy
7,866
+231
+3% +$10.8K 0.16% 57
2020
Q4 		$342K Sell
7,635
-565
-7% -$23.2K 0.16% 61
2020
Q3 		$323K Buy
8,200
+500
+6% +$21.8K 0.15% 56
2020
Q2 		$359K Buy
7,700
+1,160
+18% +$50.9K 0.18% 51
2020
Q1 		$257K Buy
6,540
+674
+11% +$29.6K 0.19% 45
2019
Q4 		$281K Sell
5,866
-2
-0% -$93 0.17% 40
2019
Q3 		$290K Buy
5,868
+1,498
+34% +$77.9K 0.19% 42
2019
Q2 		$239K Buy
+4,370
New +$241K 0.16% 44

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

Opes Wealth Management's CSCO Position: Q1 2026 in Review

Opes Wealth Management increased its Cisco (CSCO) stake by 6.7% in Q1 2026, buying an estimated $34.5K and bringing the position to 7,008 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #89.

Opes Wealth Management first reported a position in CSCO in Q2 2019 and has held it in 28 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Opes Wealth Management held 7,008 shares of Cisco worth $544K as of Q1 2026.
  • Opes Wealth Management bought 441 Cisco shares in Q1 2026, an estimated $34.5K.
  • Cisco made up 0.09% of Opes Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Opes Wealth Management first reported a position in Cisco in Q2 2019 and has held it in 28 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.