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Stonehaven Wealth & Tax Solutions’s Cisco CSCO Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$420K Buy
3,573
+42
+1% +$4.39K 0.34% 55
2026
Q1 		$274K Buy
3,531
+48
+1% +$3.76K 0.24% 64
2025
Q4 		$268K Buy
+3,483
New +$258K 0.24% 62
2025
Q1 		– Sell
-3,504
Closed -$207K – 76
2024
Q4 		$207K Buy
+3,504
New +$200K 0.23% 79

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

Stonehaven Wealth & Tax Solutions's CSCO Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Cisco (CSCO) stake by 1.2% in Q2 2026, buying an estimated $4.39K and bringing the position to 3,573 shares worth $420K. The position accounts for 0.34% of the portfolio, ranked #55.

Stonehaven Wealth & Tax Solutions first reported a position in CSCO in Q4 2024 and has held it in 4 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 3,573 shares of Cisco worth $420K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 42 Cisco shares in Q2 2026, an estimated $4.39K.
  • Cisco made up 0.34% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #55 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Cisco in Q4 2024 and has held it in 4 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.