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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shira Ridge Wealth Management's CSCO Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Cisco (CSCO) stake by 0.45% in Q2 2026, selling an estimated $2.3K and leaving 4,895 shares worth $575K. The position accounts for 0.2% of the portfolio, ranked #48.

Shira Ridge Wealth Management first reported a position in CSCO in Q1 2023 and has held it in 13 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Shira Ridge Wealth Management held 4,895 shares of Cisco worth $575K as of Q2 2026.
Shira Ridge Wealth Management sold 22 Cisco shares in Q2 2026, an estimated $2.3K.
Cisco made up 0.2% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #48 holding.
Shira Ridge Wealth Management first reported a position in Cisco in Q1 2023 and has held it in 13 quarters since.
4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.