Shira Ridge Wealth Management’s Cisco CSCO Stock Holding History

Shira Ridge 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 Q3	$513K	Sell	4,765 -130	-3%	-$14.6K	0.18%	47
2026 Q2	$575K	Sell	4,895 -22	-0.4%	-$2.3K	0.2%	48
2026 Q1	$382K	Buy	4,917 +1	+0%	+$78	0.15%	55
2025 Q4	$379K	Sell	4,916 -188	-4%	-$13.9K	0.15%	59
2025 Q3	$349K	Buy	5,104 +43	+0.8%	+$2.93K	0.15%	61
2025 Q2	$351K	Buy	5,061 +651	+15%	+$40K	0.16%	57
2025 Q1	$272K	Buy	4,410 +164	+4%	+$10.1K	0.14%	63
2024 Q4	$251K	Buy	4,246 +19	+0.4%	+$1.08K	0.12%	65
2024 Q3	$225K	Buy	+4,227	New	+$206K	0.11%	72
2024 Q2	–	Sell	-6,519	Closed	-$325K	–	76
2024 Q1	$325K	Sell	6,519 -142	-2%	-$7.08K	0.19%	61
2023 Q4	$337K	Buy	6,661 +2,121	+47%	+$108K	0.2%	58
2023 Q3	$244K	Sell	4,540 -1,465	-24%	-$79K	0.16%	62
2023 Q2	$311K	Buy	6,005 +1,068	+22%	+$52.5K	0.19%	57
2023 Q1	$258K	Buy	+4,937	New	+$241K	0.17%	59

Other funds holding CSCO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Shira Ridge Wealth Management's CSCO Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Cisco (CSCO) stake by 2.7% in Q3 2026, selling an estimated $14.6K and leaving 4,765 shares worth $513K. The position accounts for 0.18% of the portfolio, ranked #47.

Shira Ridge Wealth Management first reported a position in CSCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $575K in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Shira Ridge Wealth Management held 4,765 shares of Cisco worth $513K as of Q3 2026.
Shira Ridge Wealth Management sold 130 Cisco shares in Q3 2026, an estimated $14.6K.
Cisco made up 0.18% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #47 holding.
Shira Ridge Wealth Management first reported a position in Cisco in Q1 2023 and has held it in 14 quarters since.
Shira Ridge Wealth Management's Cisco position peaked at $575K in Q2 2026.
218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.