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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
Q2 		$644K Sell
5,486
-2,641
-32% -$276K 0.29% 41
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 $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

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

Sage Private Wealth Group reduced its Cisco (CSCO) stake by 32% in Q2 2026, selling an estimated $276K and leaving 5,486 shares worth $644K. The position accounts for 0.29% of the portfolio, ranked #41.

Sage Private Wealth Group first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $731K in Q2 2024. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Sage Private Wealth Group held 5,486 shares of Cisco worth $644K as of Q2 2026.
  • Sage Private Wealth Group sold 2,641 Cisco shares in Q2 2026, an estimated $276K.
  • Cisco made up 0.29% of Sage Private Wealth Group's portfolio in Q2 2026, its #41 holding.
  • Sage Private Wealth Group first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • Sage Private Wealth Group's Cisco position peaked at $731K in Q2 2024.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.