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Spire Wealth Management’s Cisco CSCO Stock Holding History

Spire 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 		$5.2M Sell
44,271
-4,431
-9% -$463K 0.16% 136
2026
Q1 		$3.78M Buy
48,702
+1,195
+3% +$93.5K 0.13% 161
2025
Q4 		$3.66M Buy
47,507
+6,096
+15% +$452K 0.12% 156
2025
Q3 		$2.83M Buy
41,411
+3,049
+8% +$208K 0.1% 180
2025
Q2 		$2.64M Sell
38,362
-7,599
-17% -$467K 0.09% 183
2025
Q1 		$2.84M Buy
45,961
+2,972
+7% +$183K 0.09% 211
2024
Q4 		$2.54M Buy
42,989
+16,987
+65% +$970K 0.08% 214
2024
Q3 		$1.38M Sell
26,002
-6,140
-19% -$299K 0.05% 306
2024
Q2 		$1.53M Sell
32,142
-82,002
-72% -$3.89M 0.05% 271
2024
Q1 		$5.7M Buy
114,144
+5,552
+5% +$277K 0.1% 141
2023
Q4 		$5.57M Buy
108,592
+75,506
+228% +$3.86M 0.18% 122
2023
Q3 		$1.78M Buy
33,086
+919
+3% +$49.6K 0.07% 236
2023
Q2 		$1.66M Sell
32,167
-2,506
-7% -$123K 0.06% 261
2023
Q1 		$1.81M Buy
34,673
+7,840
+29% +$383K 0.07% 239
2022
Q4 		$1.28M Buy
26,833
+1,998
+8% +$90.9K 0.07% 208
2022
Q3 		$993K Sell
24,835
-28,579
-54% -$1.27M 0.06% 212
2022
Q2 		$2.28M Sell
53,414
-16,349
-23% -$783K 0.09% 185
2022
Q1 		$3.89M Sell
69,763
-16,592
-19% -$939K 0.1% 184
2021
Q4 		$5.47M Buy
86,355
+6,867
+9% +$392K 0.12% 166
2021
Q3 		$4.33M Buy
79,488
+235
+0.3% +$13.2K 0.11% 171
2021
Q2 		$4.2M Sell
79,253
-11,310
-12% -$595K 0.11% 179
2021
Q1 		$4.7M Buy
+90,563
New +$4.25M 0.12% 168

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

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

Spire Wealth Management reduced its Cisco (CSCO) stake by 9.1% in Q2 2026, selling an estimated $463K and leaving 44,271 shares worth $5.2M. The position accounts for 0.16% of the portfolio, ranked #136.

Spire Wealth Management first reported a position in CSCO in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.7M in Q1 2024. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Spire Wealth Management held 44,271 shares of Cisco worth $5.2M as of Q2 2026.
  • Spire Wealth Management sold 4,431 Cisco shares in Q2 2026, an estimated $463K.
  • Cisco made up 0.16% of Spire Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Spire Wealth Management first reported a position in Cisco in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Cisco position peaked at $5.7M in Q1 2024.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.