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Sonoma Private Wealth’s Cisco CSCO Stock Holding History

Sonoma Private Wealth’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 		$733K Sell
9,447
-341
-3% -$26.7K 0.9% 32
2025
Q4 		$754K Sell
9,788
-434
-4% -$32.2K 0.91% 32
2025
Q3 		$699K Sell
10,222
-49
-0.5% -$3.34K 0.84% 35
2025
Q2 		$713K Sell
10,271
-460
-4% -$28.3K 0.87% 31
2025
Q1 		$662K Sell
10,731
-465
-4% -$28.6K 0.92% 33
2024
Q4 		$663K Sell
11,196
-308
-3% -$17.6K 1.07% 35
2024
Q3 		$612K Sell
11,504
-14
-0.1% -$681 0.95% 34
2024
Q2 		$547K Sell
11,518
-3
-0% -$142 0.89% 39
2024
Q1 		$575K Buy
11,521
+1,277
+12% +$63.7K 0.93% 40
2023
Q4 		$518K Sell
10,244
-1,278
-11% -$65.3K 0.86% 45
2023
Q3 		$619K Sell
11,522
-61
-0.5% -$3.29K 1.13% 31
2023
Q2 		$599K Sell
11,583
-146
-1% -$7.18K 1.05% 34
2023
Q1 		$613K Buy
11,729
+6,357
+118% +$310K 1.22% 30
2022
Q4 		$256K Buy
+5,372
New +$245K 0.57% 60

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

Sonoma Private Wealth's CSCO Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Cisco (CSCO) stake by 3.5% in Q1 2026, selling an estimated $26.7K and leaving 9,447 shares worth $733K. The position accounts for 0.9% of the portfolio, ranked #32.

Sonoma Private Wealth first reported a position in CSCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $754K in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Sonoma Private Wealth held 9,447 shares of Cisco worth $733K as of Q1 2026.
  • Sonoma Private Wealth sold 341 Cisco shares in Q1 2026, an estimated $26.7K.
  • Cisco made up 0.9% of Sonoma Private Wealth's portfolio in Q1 2026, its #32 holding.
  • Sonoma Private Wealth first reported a position in Cisco in Q4 2022 and has held it in 14 quarters since.
  • Sonoma Private Wealth's Cisco position peaked at $754K in Q4 2025.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.