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United Financial Planning Group’s Cisco CSCO Stock Holding History

United Financial Planning Group’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 		$44.2K Hold
376
– – 0.02% 104
2026
Q1 		$29.2K Buy
376
+109
+41% +$8.53K 0.02% 113
2025
Q4 		$20.6K Buy
267
+67
+34% +$4.97K 0.01% 136
2025
Q3 		$13.7K Buy
+200
New +$13.6K 0.01% 138

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 $3.38T AUM 44.17% 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

United Financial Planning Group's CSCO Position: Q2 2026 in Review

United Financial Planning Group held its Cisco (CSCO) position steady in Q2 2026 at 376 shares worth $44.2K. The position accounts for 0.02% of the portfolio, ranked #104.

United Financial Planning Group first reported a position in CSCO in Q3 2025 and has held it in 4 quarters since. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • United Financial Planning Group held 376 shares of Cisco worth $44.2K as of Q2 2026.
  • United Financial Planning Group left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #104 holding.
  • United Financial Planning Group first reported a position in Cisco in Q3 2025 and has held it in 4 quarters since.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.