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Plan A Wealth’s Cisco CSCO Stock Holding History

Plan A Wealth’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 		$805K Buy
6,852
+150
+2% +$15.7K 0.34% 40
2026
Q1 		$520K Buy
6,702
+442
+7% +$34.6K 0.25% 69
2025
Q4 		$482K Buy
6,260
+224
+4% +$16.6K 0.24% 74
2025
Q3 		$413K Buy
6,036
+395
+7% +$26.9K 0.21% 89
2025
Q2 		$391K Buy
+5,641
New +$347K 0.22% 89

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

Plan A Wealth's CSCO Position: Q2 2026 in Review

Plan A Wealth increased its Cisco (CSCO) stake by 2.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 6,852 shares worth $805K. The position accounts for 0.34% of the portfolio, ranked #40.

Plan A Wealth first reported a position in CSCO in Q2 2025 and has held it in 5 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Plan A Wealth held 6,852 shares of Cisco worth $805K as of Q2 2026.
  • Plan A Wealth bought 150 Cisco shares in Q2 2026, an estimated $15.7K.
  • Cisco made up 0.34% of Plan A Wealth's portfolio in Q2 2026, its #40 holding.
  • Plan A Wealth first reported a position in Cisco in Q2 2025 and has held it in 5 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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