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Sterling Financial Planning’s Cisco CSCO Stock Holding History

Sterling Financial Planning’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 		$210K Hold
2,705
– – 0.06% 114
2025
Q4 		$208K Buy
+2,705
New +$201K 0.06% 118
2021
Q4 		– Sell
-2,322
Closed -$126K – 163
2021
Q3 		$126K Buy
2,322
+553
+31% +$31K 0.08% 115
2021
Q2 		$94K Hold
1,769
– – 0.06% 120
2021
Q1 		$91K Sell
1,769
-293
-14% -$13.8K 0.06% 109
2020
Q4 		$92K Buy
+2,062
New +$84.7K 0.07% 107

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

Sterling Financial Planning's CSCO Position: Q1 2026 in Review

Sterling Financial Planning held its Cisco (CSCO) position steady in Q1 2026 at 2,705 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #114.

Sterling Financial Planning first reported a position in CSCO in Q4 2020 and has held it in 6 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Sterling Financial Planning held 2,705 shares of Cisco worth $210K as of Q1 2026.
  • Sterling Financial Planning left its Cisco share count unchanged in Q1 2026.
  • Cisco made up 0.06% of Sterling Financial Planning's portfolio in Q1 2026, its #114 holding.
  • Sterling Financial Planning first reported a position in Cisco in Q4 2020 and has held it in 6 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.