Pine Harbor Wealth Management’s Cisco CSCO Stock Holding History

Pine Harbor 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	$465K	Buy	3,956 +4	+0.1%	+$418	0.12%	60
2026 Q1	$307K	Buy	3,952 +4	+0.1%	+$313	0.09%	78
2025 Q4	$304K	Buy	3,948 +5	+0.1%	+$371	0.09%	77
2025 Q3	$270K	Buy	3,943 +321	+9%	+$21.9K	0.09%	86
2025 Q2	$251K	Buy	3,622 +5	+0.1%	+$307	0.09%	88
2025 Q1	$223K	Buy	3,617 +5	+0.1%	+$308	0.09%	87
2024 Q4	$214K	Sell	3,612 -832	-19%	-$47.5K	0.09%	92
2024 Q3	$237K	Sell	4,444 -214	-5%	-$10.4K	0.12%	91
2024 Q2	$221K	Buy	+4,658	New	+$221K	0.13%	90
2024 Q1	–	Sell	-5,115	Closed	-$258K	–	98
2023 Q4	$258K	Buy	+5,115	New	+$261K	0.2%	78

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

Pine Harbor Wealth Management's CSCO Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Cisco (CSCO) stake by 0.1% in Q2 2026, buying an estimated $418 and bringing the position to 3,956 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #60.

Pine Harbor Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 10 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Pine Harbor Wealth Management held 3,956 shares of Cisco worth $465K as of Q2 2026.
Pine Harbor Wealth Management bought 4 Cisco shares in Q2 2026, an estimated $418.
Cisco made up 0.12% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #60 holding.
Pine Harbor Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 10 quarters since.
4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.