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Shepherd Financial Partners’s Cisco CSCO Stock Holding History

Shepherd 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
Q1 		$1.35M Sell
17,411
-259
-1% -$20.3K 0.13% 97
2025
Q4 		$1.36M Buy
17,670
+195
+1% +$14.5K 0.13% 102
2025
Q3 		$1.2M Buy
17,475
+21
+0.1% +$1.43K 0.11% 107
2025
Q2 		$1.21M Buy
17,454
+124
+0.7% +$7.62K 0.13% 104
2025
Q1 		$1.07M Sell
17,330
-256
-1% -$15.8K 0.13% 105
2024
Q4 		$1.04M Buy
17,586
+167
+1% +$9.54K 0.12% 96
2024
Q3 		$927K Sell
17,419
-13,092
-43% -$637K 0.11% 104
2024
Q2 		$1.45M Sell
30,511
-2,064
-6% -$98K 0.19% 76
2024
Q1 		$1.63M Sell
32,575
-1,036
-3% -$51.7K 0.21% 70
2023
Q4 		$1.7M Buy
33,611
+560
+2% +$28.6K 0.24% 67
2023
Q3 		$1.78M Buy
33,051
+1,339
+4% +$72.2K 0.28% 60
2023
Q2 		$1.64M Buy
31,712
+567
+2% +$27.9K 0.25% 65
2023
Q1 		$1.63M Sell
31,145
-90
-0.3% -$4.39K 0.27% 62
2022
Q4 		$1.49M Buy
31,235
+1,247
+4% +$56.8K 0.27% 62
2022
Q3 		$1.2M Sell
29,988
-173
-0.6% -$7.67K 0.23% 75
2022
Q2 		$1.29M Buy
30,161
+3,464
+13% +$166K 0.25% 69
2022
Q1 		$1.49M Buy
26,697
+17,216
+182% +$974K 0.27% 64
2021
Q4 		$600K Buy
9,481
+43
+0.5% +$2.46K 0.1% 106
2021
Q3 		$512K Buy
9,438
+55
+0.6% +$3.09K 0.1% 107
2021
Q2 		$497K Buy
9,383
+77
+0.8% +$4.05K 0.09% 111
2021
Q1 		$481K Buy
9,306
+92
+1% +$4.32K 0.11% 112
2020
Q4 		$411K Sell
9,214
-88
-0.9% -$3.62K 0.09% 112
2020
Q3 		$366K Sell
9,302
-609
-6% -$26.5K 0.09% 110
2020
Q2 		$462K Buy
9,911
+4,804
+94% +$211K 0.13% 89
2020
Q1 		$201K Buy
+5,107
New +$224K 0.07% 115

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

Shepherd Financial Partners's CSCO Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Cisco (CSCO) stake by 1.5% in Q1 2026, selling an estimated $20.3K and leaving 17,411 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #97.

Shepherd Financial Partners first reported a position in CSCO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.78M in Q3 2023. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Shepherd Financial Partners held 17,411 shares of Cisco worth $1.35M as of Q1 2026.
  • Shepherd Financial Partners sold 259 Cisco shares in Q1 2026, an estimated $20.3K.
  • Cisco made up 0.13% of Shepherd Financial Partners's portfolio in Q1 2026, its #97 holding.
  • Shepherd Financial Partners first reported a position in Cisco in Q1 2020 and has held it in 25 quarters since.
  • Shepherd Financial Partners's Cisco position peaked at $1.78M in Q3 2023.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.