Peak Wealth Management’s Cisco CSCO Stock Holding History

Peak 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 Q2	$656K	Hold	5,585	–	–	0.46%	32
2026 Q1	$433K	Sell	5,585 -65	-1%	-$5.09K	0.36%	33
2025 Q4	$435K	Buy	+5,650	New	+$419K	0.36%	33

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Peak Wealth Management's CSCO Position: Q2 2026 in Review

Peak Wealth Management held its Cisco (CSCO) position steady in Q2 2026 at 5,585 shares worth $656K. The position accounts for 0.46% of the portfolio, ranked #32.

Peak Wealth Management first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,069 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Peak Wealth Management held 5,585 shares of Cisco worth $656K as of Q2 2026.
Peak Wealth Management left its Cisco share count unchanged in Q2 2026.
Cisco made up 0.46% of Peak Wealth Management's portfolio in Q2 2026, its #32 holding.
Peak Wealth Management first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
4,069 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.