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Shakespeare Wealth Management’s Cisco CSCO Stock Holding History

Shakespeare Wealth Management’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 		$481K Buy
4,096
+703
+21% +$73.5K 0.13% 51
2026
Q1 		$263K Sell
3,393
-150
-4% -$11.7K 0.06% 83
2025
Q4 		$273K Buy
3,543
+413
+13% +$30.6K 0.06% 91
2025
Q3 		$214K Buy
3,130
+38
+1% +$2.59K 0.05% 97
2025
Q2 		$215K Buy
+3,092
New +$190K 0.06% 89

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

Shakespeare Wealth Management's CSCO Position: Q2 2026 in Review

Shakespeare Wealth Management increased its Cisco (CSCO) stake by 21% in Q2 2026, buying an estimated $73.5K and bringing the position to 4,096 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #51.

Shakespeare Wealth Management first reported a position in CSCO in Q2 2025 and has held it in 5 quarters since. 4,055 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Shakespeare Wealth Management held 4,096 shares of Cisco worth $481K as of Q2 2026.
  • Shakespeare Wealth Management bought 703 Cisco shares in Q2 2026, an estimated $73.5K.
  • Cisco made up 0.13% of Shakespeare Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Shakespeare Wealth Management first reported a position in Cisco in Q2 2025 and has held it in 5 quarters since.
  • 4,055 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.