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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
Q2 		$2.01M Buy
17,328
+2,729
+19% +$285K 0.12% 121
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Triad Wealth Partners's CSCO Position: Q2 2026 in Review

Triad Wealth Partners increased its Cisco (CSCO) stake by 19% in Q2 2026, buying an estimated $285K and bringing the position to 17,328 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #121.

Triad Wealth Partners first reported a position in CSCO in Q2 2024 and has held it in 8 quarters since. 4,084 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Triad Wealth Partners held 17,328 shares of Cisco worth $2.01M as of Q2 2026.
  • Triad Wealth Partners bought 2,729 Cisco shares in Q2 2026, an estimated $285K.
  • Cisco made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Triad Wealth Partners first reported a position in Cisco in Q2 2024 and has held it in 8 quarters since.
  • 4,084 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.