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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pine Harbor Wealth Management's CSCO Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its Cisco (CSCO) stake by 0.1% in Q1 2026, buying an estimated $313 and bringing the position to 3,952 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #78.

Pine Harbor Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 9 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Pine Harbor Wealth Management held 3,952 shares of Cisco worth $307K as of Q1 2026.
  • Pine Harbor Wealth Management bought 4 Cisco shares in Q1 2026, an estimated $313.
  • Cisco made up 0.09% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Pine Harbor Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 9 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.