Rockbridge Investment Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$260K Sell
3,348
-25
-0.7% -$1.96K 0.02% 126
2025
Q4
$260K Hold
3,373
0.02% 123
2025
Q3
$231K Sell
3,373
-188
-5% -$12.8K 0.02% 127
2025
Q2
$247K Sell
3,561
-21
-0.6% -$1.29K 0.03% 125
2025
Q1
$221K Buy
3,582
+21
+0.6% +$1.29K 0.03% 125
2024
Q4
$211K Buy
+3,561
New +$203K 0.03% 127
2024
Q1
Sell
-3,818
Closed -$193K 220
2023
Q4
$193K Buy
+3,818
New +$195K 0.03% 117
2022
Q3
Sell
-2,827
Closed -$121K 203
2022
Q2
$121K Sell
2,827
-939
-25% -$44.9K 0.03% 134
2022
Q1
$210K Buy
3,766
+146
+4% +$8.26K 0.03% 157
2021
Q4
$229K Buy
3,620
+105
+3% +$6K 0.03% 164
2021
Q3
$191K Buy
3,515
+48
+1% +$2.69K 0.03% 157
2021
Q2
$184K Hold
3,467
0.03% 158
2021
Q1
$179K Sell
3,467
-90
-3% -$4.22K 0.03% 152
2020
Q4
$159K Buy
3,557
+215
+6% +$8.84K 0.03% 154
2020
Q3
$132K Sell
3,342
-754
-18% -$32.9K 0.03% 157
2020
Q2
$191K Buy
+4,096
New +$180K 0.05% 126

Other funds holding CSCO

Rockbridge Investment Management's CSCO Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Cisco (CSCO) stake by 0.74% in Q1 2026, selling an estimated $1.96K and leaving 3,348 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #126.

Rockbridge Investment Management first reported a position in CSCO in Q2 2020 and has held it in 16 quarters since. The position peaked at $260K in Q4 2025. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Rockbridge Investment Management held 3,348 shares of Cisco worth $260K as of Q1 2026.
  • Rockbridge Investment Management sold 25 Cisco shares in Q1 2026, an estimated $1.96K.
  • Cisco made up 0.02% of Rockbridge Investment Management's portfolio in Q1 2026, its #126 holding.
  • Rockbridge Investment Management first reported a position in Cisco in Q2 2020 and has held it in 16 quarters since.
  • Rockbridge Investment Management's Cisco position peaked at $260K in Q4 2025.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.