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Peak Planning Group’s Cisco CSCO Stock Holding History

Peak Planning Group’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 		$407K Sell
3,466
-30
-0.9% -$3.14K 0.09% 87
2026
Q1 		$271K Buy
3,496
+7
+0.2% +$548 0.08% 102
2025
Q4 		$269K Sell
3,489
-304
-8% -$22.6K 0.08% 103
2025
Q3 		$260K Buy
3,793
+6
+0.2% +$409 0.14% 75
2025
Q2 		$263K Sell
3,787
-32
-0.8% -$1.97K 0.17% 74
2025
Q1 		$236K Buy
3,819
+10
+0.3% +$616 0.1% 110
2024
Q4 		$225K Sell
3,809
-11
-0.3% -$628 0.09% 108
2024
Q3 		$203K Sell
3,820
-4,089
-52% -$199K 0.09% 107
2024
Q2 		$376K Buy
7,909
+588
+8% +$27.9K 0.18% 75
2024
Q1 		$365K Sell
7,321
-754
-9% -$37.6K 0.23% 55
2023
Q4 		$408K Sell
8,075
-4,902
-38% -$250K 0.29% 50
2023
Q3 		$698K Buy
12,977
+7,303
+129% +$394K 0.55% 39
2023
Q2 		$294K Buy
5,674
+20
+0.4% +$984 0.22% 69
2023
Q1 		$296K Sell
5,654
-544
-9% -$26.6K 0.24% 68
2022
Q4 		$295K Buy
6,198
+33
+0.5% +$1.5K 0.26% 68
2022
Q3 		$247K Sell
6,165
-761
-11% -$33.8K 0.23% 72
2022
Q2 		$295K Buy
+6,926
New +$332K 0.25% 60
2021
Q4 		$462K Sell
7,296
-30
-0.4% -$1.71K 0.34% 55
2021
Q3 		$399K Buy
+7,326
New +$411K 0.34% 53
2021
Q1 		$362K Buy
6,994
+319
+5% +$15K 0.35% 53
2020
Q4 		$299K Buy
6,675
+31
+0.5% +$1.27K 0.34% 50
2020
Q3 		$262K Buy
+6,644
New +$290K 0.37% 43

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

Peak Planning Group's CSCO Position: Q2 2026 in Review

Peak Planning Group reduced its Cisco (CSCO) stake by 0.86% in Q2 2026, selling an estimated $3.14K and leaving 3,466 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #87.

Peak Planning Group first reported a position in CSCO in Q3 2020 and has held it in 22 quarters since. The position peaked at $698K in Q3 2023. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Peak Planning Group held 3,466 shares of Cisco worth $407K as of Q2 2026.
  • Peak Planning Group sold 30 Cisco shares in Q2 2026, an estimated $3.14K.
  • Cisco made up 0.09% of Peak Planning Group's portfolio in Q2 2026, its #87 holding.
  • Peak Planning Group first reported a position in Cisco in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's Cisco position peaked at $698K in Q3 2023.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.