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Total Wealth Planning & Management’s Cisco CSCO Stock Holding History

Total Wealth Planning & 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
2025
Q2 		$9.02K Buy
+11,200
New +$688K 0.01% 215
2025
Q1 		– Sell
-6,940
Closed -$411K – 201
2024
Q4 		$411K Buy
+6,940
New +$396K 0.37% 77

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Total Wealth Planning & Management's CSCO Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Cisco (CSCO) in Q2 2025: 11,200 shares worth $9.02K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in CSCO as recently as Q4 2024.

Total Wealth Planning & Management first reported a position in CSCO in Q4 2024 and has held it in 2 quarters since. The position peaked at $411K in Q4 2024. 3,432 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • Total Wealth Planning & Management held 11,200 shares of Cisco worth $9.02K as of Q2 2025.
  • Cisco was a new Total Wealth Planning & Management position in Q2 2025.
  • Cisco made up 0.01% of Total Wealth Planning & Management's portfolio in Q2 2025, its #215 holding.
  • Total Wealth Planning & Management first reported a position in Cisco in Q4 2024 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Cisco position peaked at $411K in Q4 2024.
  • 3,432 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.