Sequent Planning’s Cisco CSCO Stock Holding History

Sequent Planning’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	$247K	Buy	3,184 +557	+21%	+$43.6K	0.06%	214
2025 Q4	$202K	Buy	+2,627	New	+$195K	0.05%	223

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sequent Planning's CSCO Position: Q1 2026 in Review

Sequent Planning increased its Cisco (CSCO) stake by 21% in Q1 2026, buying an estimated $43.6K and bringing the position to 3,184 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #214.

Sequent Planning first reported a position in CSCO in Q4 2025 and has held it in 2 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Sequent Planning held 3,184 shares of Cisco worth $247K as of Q1 2026.
Sequent Planning bought 557 Cisco shares in Q1 2026, an estimated $43.6K.
Cisco made up 0.06% of Sequent Planning's portfolio in Q1 2026, its #214 holding.
Sequent Planning first reported a position in Cisco in Q4 2025 and has held it in 2 quarters since.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.