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 Q2	$1.3M	Buy	11,076 +2,336	+27%	+$244K	0.05%	100
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's CSCO Position: Q2 2026 in Review

Root Financial Partners increased its Cisco (CSCO) stake by 27% in Q2 2026, buying an estimated $244K and bringing the position to 11,076 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #100.

Root Financial Partners first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Root Financial Partners held 11,076 shares of Cisco worth $1.3M as of Q2 2026.
Root Financial Partners bought 2,336 Cisco shares in Q2 2026, an estimated $244K.
Cisco made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #100 holding.
Root Financial Partners first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.