Summit Wealth & Retirement Planning’s Cisco CSCO Stock Holding History

Summit Wealth & Retirement 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	$638K	Hold	5,429	–	–	0.14%	58
2026 Q1	$421K	Buy	5,429 +480	+10%	+$37.6K	0.1%	69
2025 Q4	$381K	Hold	4,949	–	–	0.09%	71
2025 Q3	$339K	Hold	4,949	–	–	0.08%	73
2025 Q2	$343K	Hold	4,949	–	–	0.09%	70
2025 Q1	$305K	Buy	4,949 +2	+0%	+$123	0.09%	59
2024 Q4	$293K	Buy	4,947 +2	+0%	+$114	0.09%	58
2024 Q3	$263K	Buy	4,945 +2	+0%	+$97	0.08%	55
2024 Q2	$235K	Buy	4,943 +2	+0%	+$95	0.08%	59
2024 Q1	$247K	Buy	+4,941	New	+$247K	0.09%	56
2019 Q3	–	Sell	-4,415	Closed	-$242K	–	121
2019 Q2	$242K	Hold	4,415	–	–	0.14%	120
2019 Q1	$238K	Buy	+4,415	New	+$215K	0.14%	121

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Wealth & Retirement Planning's CSCO Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Cisco (CSCO) position steady in Q2 2026 at 5,429 shares worth $638K. The position accounts for 0.14% of the portfolio, ranked #58.

Summit Wealth & Retirement Planning first reported a position in CSCO in Q1 2019 and has held it in 12 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Summit Wealth & Retirement Planning held 5,429 shares of Cisco worth $638K as of Q2 2026.
Summit Wealth & Retirement Planning left its Cisco share count unchanged in Q2 2026.
Cisco made up 0.14% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #58 holding.
Summit Wealth & Retirement Planning first reported a position in Cisco in Q1 2019 and has held it in 12 quarters since.
4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.