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Sage Private Wealth Group’s Cisco CSCO Stock Holding History

Sage Private Wealth 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
Q1 		$631K Sell
8,127
-19
-0.2% -$1.49K 0.32% 37
2025
Q4 		$627K Buy
8,146
+45
+0.6% +$3.34K 0.34% 39
2025
Q3 		$554K Buy
8,101
+305
+4% +$20.8K 0.31% 44
2025
Q2 		$541K Sell
7,796
-713
-8% -$43.8K 0.35% 35
2025
Q1 		$525K Buy
8,509
+320
+4% +$19.7K 0.4% 31
2024
Q4 		$485K Sell
8,189
-501
-6% -$28.6K 0.36% 36
2024
Q3 		$462K Sell
8,690
-6,704
-44% -$326K 0.36% 41
2024
Q2 		$731K Buy
15,394
+7,854
+104% +$373K 0.62% 16
2024
Q1 		$376K Sell
7,540
-528
-7% -$26.3K 0.3% 49
2023
Q4 		$408K Sell
8,068
-1,362
-14% -$69.6K 0.36% 36
2023
Q3 		$507K Buy
9,430
+171
+2% +$9.23K 0.7% 13
2023
Q2 		$479K Buy
9,259
+9
+0.1% +$443 0.65% 13
2023
Q1 		$484K Buy
9,250
+474
+5% +$23.1K 0.56% 15
2022
Q4 		$418K Sell
8,776
-168
-2% -$7.65K 0.5% 18
2022
Q3 		$358K Sell
8,944
-1,099
-11% -$48.8K 0.47% 20
2022
Q2 		$428K Buy
10,043
+1,360
+16% +$65.1K 0.62% 13
2022
Q1 		$484K Buy
8,683
+755
+10% +$42.7K 0.47% 17
2021
Q4 		$502K Buy
7,928
+244
+3% +$13.9K 0.62% 17
2021
Q3 		$418K Buy
7,684
+88
+1% +$4.94K 0.58% 17
2021
Q2 		$403K Buy
7,596
+15
+0.2% +$789 0.55% 21
2021
Q1 		$392K Sell
7,581
-226
-3% -$10.6K 0.68% 18
2020
Q4 		$349K Buy
+7,807
New +$321K 0.97% 18

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

Sage Private Wealth Group's CSCO Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Cisco (CSCO) stake by 0.23% in Q1 2026, selling an estimated $1.49K and leaving 8,127 shares worth $631K. The position accounts for 0.32% of the portfolio, ranked #37.

Sage Private Wealth Group first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $731K in Q2 2024. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Sage Private Wealth Group held 8,127 shares of Cisco worth $631K as of Q1 2026.
  • Sage Private Wealth Group sold 19 Cisco shares in Q1 2026, an estimated $1.49K.
  • Cisco made up 0.32% of Sage Private Wealth Group's portfolio in Q1 2026, its #37 holding.
  • Sage Private Wealth Group first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Cisco position peaked at $731K in Q2 2024.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.