SFP
CSCO icon

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
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

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

Sterling Financial Planning's CSCO Position: Q2 2026 in Review

Sterling Financial Planning reduced its Cisco (CSCO) stake by 3% in Q2 2026, selling an estimated $8.37K and leaving 2,625 shares worth $308K. 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 7 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Sterling Financial Planning held 2,625 shares of Cisco worth $308K as of Q2 2026.
  • Sterling Financial Planning sold 80 Cisco shares in Q2 2026, an estimated $8.37K.
  • Cisco made up 0.08% of Sterling Financial Planning's portfolio in Q2 2026, its #99 holding.
  • Sterling Financial Planning first reported a position in Cisco in Q4 2020 and has held it in 7 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.