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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
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 $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

Stonehaven Wealth & Tax Solutions's CSCO Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Cisco (CSCO) stake by 1.4% in Q1 2026, buying an estimated $3.76K and bringing the position to 3,531 shares worth $274K. The position accounts for 0.24% of the portfolio, ranked #64.

Stonehaven Wealth & Tax Solutions first reported a position in CSCO in Q4 2024 and has held it in 3 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 3,531 shares of Cisco worth $274K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 48 Cisco shares in Q1 2026, an estimated $3.76K.
  • Cisco made up 0.24% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #64 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Cisco in Q4 2024 and has held it in 3 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.