SWM
CSCO icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's CSCO Position: Q1 2026 in Review

SHP Wealth Management reduced its Cisco (CSCO) stake by 4.1% in Q1 2026, selling an estimated $23.5K and leaving 6,940 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #143.

SHP Wealth Management first reported a position in CSCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $558K in Q4 2025. 3,729 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • SHP Wealth Management held 6,940 shares of Cisco worth $538K as of Q1 2026.
  • SHP Wealth Management sold 300 Cisco shares in Q1 2026, an estimated $23.5K.
  • Cisco made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #143 holding.
  • SHP Wealth Management first reported a position in Cisco in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Cisco position peaked at $558K in Q4 2025.
  • 3,729 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.