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 Q3	$278K	Sell	2,585 -40	-2%	-$4.51K	0.08%	99
2026 Q2	$308K	Sell	2,625 -80	-3%	-$8.37K	0.08%	99
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sterling Financial Planning's CSCO Position: Q3 2026 in Review

Sterling Financial Planning reduced its Cisco (CSCO) stake by 1.5% in Q3 2026, selling an estimated $4.51K and leaving 2,585 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #99.

Sterling Financial Planning first reported a position in CSCO in Q4 2020 and has held it in 8 quarters since. The position peaked at $308K in Q2 2026. 2,502 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Sterling Financial Planning held 2,585 shares of Cisco worth $278K as of Q3 2026.
Sterling Financial Planning sold 40 Cisco shares in Q3 2026, an estimated $4.51K.
Cisco made up 0.08% of Sterling Financial Planning's portfolio in Q3 2026, its #99 holding.
Sterling Financial Planning first reported a position in Cisco in Q4 2020 and has held it in 8 quarters since.
Sterling Financial Planning's Cisco position peaked at $308K in Q2 2026.
2,502 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.