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Vertex Planning Partners’s Cisco CSCO Stock Holding History

Vertex Planning 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 		$365K Buy
3,106
+49
+2% +$5.12K 0.05% 114
2026
Q1 		$237K Buy
3,057
+138
+5% +$10.8K 0.05% 121
2025
Q4 		$225K Sell
2,919
-1,438
-33% -$107K 0.05% 120
2025
Q3 		$298K Buy
4,357
+153
+4% +$10.4K 0.06% 161
2025
Q2 		$292K Sell
4,204
-54
-1% -$3.32K 0.06% 152
2025
Q1 		$263K Buy
4,258
+148
+4% +$9.11K 0.06% 156
2024
Q4 		$243K Buy
+4,110
New +$235K 0.05% 166

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

Vertex Planning Partners's CSCO Position: Q2 2026 in Review

Vertex Planning Partners increased its Cisco (CSCO) stake by 1.6% in Q2 2026, buying an estimated $5.12K and bringing the position to 3,106 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #114.

Vertex Planning Partners first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. 4,055 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Vertex Planning Partners held 3,106 shares of Cisco worth $365K as of Q2 2026.
  • Vertex Planning Partners bought 49 Cisco shares in Q2 2026, an estimated $5.12K.
  • Cisco made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #114 holding.
  • Vertex Planning Partners first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • 4,055 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.