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Phillips Wealth Planners’s Cisco CSCO Stock Holding History

Phillips Wealth Planners’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 		$317K Sell
2,837
-482
-15% -$50.4K 0.23% 145
2026
Q1 		$328K Sell
3,319
-123
-4% -$9.63K 0.25% 137
2025
Q4 		$254K Sell
3,442
-281
-8% -$20.9K 0.2% 167
2025
Q3 		$257K Sell
3,723
-1,012
-21% -$69K 0.21% 168
2025
Q2 		$325K Buy
4,735
+260
+6% +$16K 0.29% 117
2025
Q1 		$257K Buy
4,475
+156
+4% +$9.6K 0.27% 134
2024
Q4 		$254K Sell
4,319
-462
-10% -$26.4K 0.25% 139
2024
Q3 		$270K Sell
4,781
-890
-16% -$43.3K 0.26% 141
2024
Q2 		$262K Sell
5,671
-1,349
-19% -$64.1K 0.28% 134
2024
Q1 		$336K Buy
7,020
+373
+6% +$18.6K 0.39% 92
2023
Q4 		$337K Sell
6,647
-425
-6% -$21.7K 0.41% 86
2023
Q3 		$377K Sell
7,072
-6,947
-50% -$375K 0.51% 74
2023
Q2 		$725K Sell
14,019
-474
-3% -$23.3K 0.95% 31
2023
Q1 		$686K Sell
14,493
-789
-5% -$38.5K 0.91% 31
2022
Q4 		$731K Buy
+15,282
New +$696K 1.28% 24

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

Phillips Wealth Planners's CSCO Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Cisco (CSCO) stake by 15% in Q2 2026, selling an estimated $50.4K and leaving 2,837 shares worth $317K. The position accounts for 0.23% of the portfolio, ranked #145.

Phillips Wealth Planners first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $731K in Q4 2022. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Phillips Wealth Planners held 2,837 shares of Cisco worth $317K as of Q2 2026.
  • Phillips Wealth Planners sold 482 Cisco shares in Q2 2026, an estimated $50.4K.
  • Cisco made up 0.23% of Phillips Wealth Planners's portfolio in Q2 2026, its #145 holding.
  • Phillips Wealth Planners first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Cisco position peaked at $731K in Q4 2022.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.