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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
Q3 		$708K Sell
6,580
-272
-4% -$30.6K 0.25% 57
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Plan A Wealth's CSCO Position: Q3 2026 in Review

Plan A Wealth reduced its Cisco (CSCO) stake by 4% in Q3 2026, selling an estimated $30.6K and leaving 6,580 shares worth $708K. The position accounts for 0.25% of the portfolio, ranked #57.

Plan A Wealth first reported a position in CSCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $805K in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Plan A Wealth held 6,580 shares of Cisco worth $708K as of Q3 2026.
  • Plan A Wealth sold 272 Cisco shares in Q3 2026, an estimated $30.6K.
  • Cisco made up 0.25% of Plan A Wealth's portfolio in Q3 2026, its #57 holding.
  • Plan A Wealth first reported a position in Cisco in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Cisco position peaked at $805K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.