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Peak Retirement Planning’s Cisco CSCO Stock Holding History

Peak Retirement 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
Q2 		$318K Buy
+2,710
New +$283K 0.05% 140
2025
Q3 		– Sell
-20,771
Closed -$1.44M – 130
2025
Q2 		$1.44M Buy
20,771
+4,279
+26% +$263K 0.58% 40
2025
Q1 		$1.02M Buy
16,492
+913
+6% +$56.2K 0.56% 53
2024
Q4 		$923K Buy
+15,579
New +$890K 0.62% 44

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 $3.38T AUM 44.17% 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 Retirement Planning's CSCO Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Cisco (CSCO) in Q2 2026: 2,710 shares worth $318K. The stake represents 0.05% of the portfolio and ranks #140 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in CSCO as recently as Q2 2025.

Peak Retirement Planning first reported a position in CSCO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.44M in Q2 2025. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Peak Retirement Planning held 2,710 shares of Cisco worth $318K as of Q2 2026.
  • Cisco was a new Peak Retirement Planning position in Q2 2026.
  • Cisco made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #140 holding.
  • Peak Retirement Planning first reported a position in Cisco in Q4 2024 and has held it in 4 quarters since.
  • Peak Retirement Planning's Cisco position peaked at $1.44M in Q2 2025.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.