SHP Wealth Management’s Cisco CSCO Stock Holding History

SHP 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	$1.02M	Buy	8,642 +1,702	+25%	+$178K	0.07%	98
2026 Q1	$538K	Sell	6,940 -300	-4%	-$23.5K	0.04%	143
2025 Q4	$558K	Buy	+7,240	New	+$537K	0.04%	137

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Cisco (CSCO) stake by 25% in Q2 2026, buying an estimated $178K and bringing the position to 8,642 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #98.

SHP Wealth Management first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. 4,091 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

SHP Wealth Management held 8,642 shares of Cisco worth $1.02M as of Q2 2026.
SHP Wealth Management bought 1,702 Cisco shares in Q2 2026, an estimated $178K.
Cisco made up 0.07% of SHP Wealth Management's portfolio in Q2 2026, its #98 holding.
SHP Wealth Management first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
4,091 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.