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UP Strategic Wealth Investment Advisors’s Cisco CSCO Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$539K Buy
5,853
+50
+0.9% +$3.91K 0.34% 49
2025
Q4 		$492K Hold
5,803
– – 0.36% 48
2025
Q3 		$403K Sell
5,803
-375
-6% -$25.6K 0.3% 50
2025
Q2 		$429K Buy
6,178
+1,064
+21% +$65.4K 0.33% 48
2025
Q1 		$316K Buy
5,114
+225
+5% +$13.9K 0.28% 59
2024
Q4 		$289K Buy
+4,889
New +$279K 0.29% 58

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

UP Strategic Wealth Investment Advisors's CSCO Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Cisco (CSCO) stake by 0.86% in Q1 2026, buying an estimated $3.91K and bringing the position to 5,853 shares worth $539K. The position accounts for 0.34% of the portfolio, ranked #49.

UP Strategic Wealth Investment Advisors first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 5,853 shares of Cisco worth $539K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 50 Cisco shares in Q1 2026, an estimated $3.91K.
  • Cisco made up 0.34% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
  • 3,718 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.