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Sterling Wealth Management’s Cisco CSCO Stock Holding History

Sterling 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 		$518K Sell
6,678
-4,700
-41% -$368K 0.14% 60
2025
Q4 		$876K Sell
11,378
-300
-3% -$22.3K 0.25% 47
2025
Q3 		$799K Sell
11,678
-2,242
-16% -$153K 0.24% 48
2025
Q2 		$966K Buy
+13,920
New +$855K 0.33% 41
2024
Q4 		$1.08M Sell
18,197
-400
-2% -$22.8K 0.4% 39
2024
Q3 		$990K Buy
18,597
+1,200
+7% +$58.4K 0.37% 40
2024
Q2 		$827K Hold
17,397
– – 0.39% 39
2024
Q1 		$868K Hold
17,397
– – 0.43% 35
2023
Q4 		$879K Buy
+17,397
New +$889K 0.49% 31

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 Wealth Management's CSCO Position: Q1 2026 in Review

Sterling Wealth Management reduced its Cisco (CSCO) stake by 41% in Q1 2026, selling an estimated $368K and leaving 6,678 shares worth $518K. The position accounts for 0.14% of the portfolio, ranked #60.

Sterling Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2024. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Sterling Wealth Management held 6,678 shares of Cisco worth $518K as of Q1 2026.
  • Sterling Wealth Management sold 4,700 Cisco shares in Q1 2026, an estimated $368K.
  • Cisco made up 0.14% of Sterling Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Sterling Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 9 quarters since.
  • Sterling Wealth Management's Cisco position peaked at $1.08M in Q4 2024.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.