SIM
CSCO icon

Synergy Investment Management’s Cisco CSCO Stock Holding History

Synergy Investment 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 		$46.1K Buy
+594
New +$46.5K 0.02% 292
2025
Q2 		– Sell
-404
Closed -$24.9K – 172
2025
Q1 		$24.9K Sell
404
-205
-34% -$12.6K 0.01% 290
2024
Q4 		$36K Buy
+609
New +$34.8K 0.02% 269

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

Synergy Investment Management's CSCO Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Cisco (CSCO) in Q1 2026: 594 shares worth $46.1K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in CSCO as recently as Q1 2025.

Synergy Investment Management first reported a position in CSCO in Q4 2024 and has held it in 3 quarters since. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Synergy Investment Management held 594 shares of Cisco worth $46.1K as of Q1 2026.
  • Cisco was a new Synergy Investment Management position in Q1 2026.
  • Cisco made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #292 holding.
  • Synergy Investment Management first reported a position in Cisco in Q4 2024 and has held it in 3 quarters since.
  • 3,718 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.