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Spartan Planning & Wealth Management’s Cisco CSCO Stock Holding History

Spartan Planning & 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 		$942K Sell
8,021
-712
-8% -$74.5K 0.63% 34
2026
Q1 		$678K Buy
8,733
+442
+5% +$34.6K 0.5% 31
2025
Q4 		$639K Buy
8,291
+863
+12% +$64K 0.47% 34
2025
Q3 		$508K Sell
7,428
-30
-0.4% -$2.04K 0.4% 43
2025
Q2 		$517K Buy
7,458
+352
+5% +$21.6K 0.44% 40
2025
Q1 		$439K Sell
7,106
-106
-1% -$6.53K 0.43% 41
2024
Q4 		$427K Buy
+7,212
New +$412K 0.39% 42
2023
Q4 		$101 Sell
2
-8,119
-100% -$415K ﹤0.01% 189
2023
Q3 		$437K Buy
+8,121
New +$438K 0.51% 30
2022
Q4 		$219K Buy
4,597
+4,593
+114,825% +$209K 0.27% 58
2022
Q3 		$0 Hold
4
– – ﹤0.01% 85
2022
Q2 		$0 Sell
4
-5,968
-100% -$286K ﹤0.01% 107
2022
Q1 		$333K Buy
+5,972
New +$338K 0.42% 31

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Planning & Wealth Management's CSCO Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Cisco (CSCO) stake by 8.2% in Q2 2026, selling an estimated $74.5K and leaving 8,021 shares worth $942K. The position accounts for 0.63% of the portfolio, ranked #34.

Spartan Planning & Wealth Management first reported a position in CSCO in Q1 2022 and has held it in 13 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Spartan Planning & Wealth Management held 8,021 shares of Cisco worth $942K as of Q2 2026.
  • Spartan Planning & Wealth Management sold 712 Cisco shares in Q2 2026, an estimated $74.5K.
  • Cisco made up 0.63% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Spartan Planning & Wealth Management first reported a position in Cisco in Q1 2022 and has held it in 13 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.