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Triad Wealth Partners’s Cisco CSCO Stock Holding History

Triad Wealth Partners’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 		$1.13M Buy
14,599
+1,532
+12% +$120K 0.09% 154
2025
Q4 		$1.01M Buy
13,067
+3,200
+32% +$237K 0.1% 158
2025
Q3 		$675K Buy
9,867
+2,018
+26% +$138K 0.09% 161
2025
Q2 		$545K Buy
7,849
+518
+7% +$31.8K 0.11% 143
2025
Q1 		$452K Buy
7,331
+939
+15% +$57.8K 0.14% 113
2024
Q4 		$378K Buy
+6,392
New +$365K 0.14% 116
2024
Q3 		– Sell
-4,549
Closed -$216K – 231
2024
Q2 		$216K Buy
+4,549
New +$216K 0.11% 91

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

Triad Wealth Partners's CSCO Position: Q1 2026 in Review

Triad Wealth Partners increased its Cisco (CSCO) stake by 12% in Q1 2026, buying an estimated $120K and bringing the position to 14,599 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #154.

Triad Wealth Partners first reported a position in CSCO in Q2 2024 and has held it in 7 quarters since. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Triad Wealth Partners held 14,599 shares of Cisco worth $1.13M as of Q1 2026.
  • Triad Wealth Partners bought 1,532 Cisco shares in Q1 2026, an estimated $120K.
  • Cisco made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Triad Wealth Partners first reported a position in Cisco in Q2 2024 and has held it in 7 quarters since.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.