RFP
CSCO icon

Root Financial Partners’s Cisco CSCO Stock Holding History

Root Financial Partners’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 		$678K Buy
8,740
+1,134
+15% +$88.8K 0.03% 133
2025
Q4 		$586K Sell
7,606
-6
-0.1% -$445 0.03% 144
2025
Q3 		$521K Buy
7,612
+1,319
+21% +$89.9K 0.03% 138
2025
Q2 		$437K Buy
6,293
+850
+16% +$52.2K 0.04% 143
2025
Q1 		$336K Buy
5,443
+277
+5% +$17.1K 0.04% 144
2024
Q4 		$306K Buy
+5,166
New +$295K 0.04% 154

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

Root Financial Partners's CSCO Position: Q1 2026 in Review

Root Financial Partners increased its Cisco (CSCO) stake by 15% in Q1 2026, buying an estimated $88.8K and bringing the position to 8,740 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #133.

Root Financial Partners first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Root Financial Partners held 8,740 shares of Cisco worth $678K as of Q1 2026.
  • Root Financial Partners bought 1,134 Cisco shares in Q1 2026, an estimated $88.8K.
  • Cisco made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #133 holding.
  • Root Financial Partners first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
  • 3,718 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.