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Private Wealth Management Group’s Cisco CSCO Stock Holding History

Private Wealth Management Group’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 		$326K Buy
2,779
+1,212
+77% +$127K 0.08% 79
2026
Q1 		$122K Buy
1,567
+370
+31% +$29K 0.03% 121
2025
Q4 		$92.2K Sell
1,197
-1,003
-46% -$74.4K 0.02% 133
2025
Q3 		$151K Sell
2,200
-16
-0.7% -$1.09K 0.04% 101
2025
Q2 		$154K Sell
2,216
-5
-0.2% -$307 0.05% 96
2025
Q1 		$137K Sell
2,221
-92
-4% -$5.66K 0.05% 96
2024
Q4 		$137K Buy
2,313
+128
+6% +$7.31K 0.05% 96
2024
Q3 		$116K Buy
2,185
+13
+0.6% +$632 0.05% 98
2024
Q2 		$103K Sell
2,172
-584
-21% -$27.7K 0.04% 104
2024
Q1 		$138K Sell
2,756
-226
-8% -$11.3K 0.06% 81
2023
Q4 		$151K Buy
+2,982
New +$152K 0.07% 77

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

Private Wealth Management Group's CSCO Position: Q2 2026 in Review

Private Wealth Management Group increased its Cisco (CSCO) stake by 77% in Q2 2026, buying an estimated $127K and bringing the position to 2,779 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #79.

Private Wealth Management Group first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Private Wealth Management Group held 2,779 shares of Cisco worth $326K as of Q2 2026.
  • Private Wealth Management Group bought 1,212 Cisco shares in Q2 2026, an estimated $127K.
  • Cisco made up 0.08% of Private Wealth Management Group's portfolio in Q2 2026, its #79 holding.
  • Private Wealth Management Group first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.