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Phillips Financial Management’s Cisco CSCO Stock Holding History

Phillips Financial 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 		$286K Buy
+2,433
New +$254K 0.02% 169
2026
Q1 		– Sell
-3,305
Closed -$255K – 289
2025
Q4 		$255K Sell
3,305
-271
-8% -$20.1K 0.02% 180
2025
Q3 		$245K Buy
3,576
+574
+19% +$39.1K 0.02% 186
2025
Q2 		$208K Buy
+3,002
New +$184K 0.02% 183

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

Phillips Financial Management's CSCO Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Cisco (CSCO) in Q2 2026: 2,433 shares worth $286K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Phillips Financial Management previously reported a position in CSCO as recently as Q4 2025.

Phillips Financial Management first reported a position in CSCO in Q2 2025 and has held it in 4 quarters since. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Phillips Financial Management held 2,433 shares of Cisco worth $286K as of Q2 2026.
  • Cisco was a new Phillips Financial Management position in Q2 2026.
  • Cisco made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #169 holding.
  • Phillips Financial Management first reported a position in Cisco in Q2 2025 and has held it in 4 quarters since.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.