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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Spartan Planning & Wealth Management's CSCO Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its Cisco (CSCO) stake by 5.3% in Q1 2026, buying an estimated $34.6K and bringing the position to 8,733 shares worth $678K. The position accounts for 0.5% of the portfolio, ranked #31.

Spartan Planning & Wealth Management first reported a position in CSCO in Q1 2022 and has held it in 12 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Spartan Planning & Wealth Management held 8,733 shares of Cisco worth $678K as of Q1 2026.
Spartan Planning & Wealth Management bought 442 Cisco shares in Q1 2026, an estimated $34.6K.
Cisco made up 0.5% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #31 holding.
Spartan Planning & Wealth Management first reported a position in Cisco in Q1 2022 and has held it in 12 quarters since.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.