Vertrix Wealth Management’s Cisco CSCO Stock Holding History

Vertrix Wealth Management’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	$3.66M	Sell	31,189 -7,250	-19%	-$758K	1.23%	35
2026 Q1	$2.98M	Buy	+38,439	New	+$3.01M	1.1%	37

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vertrix Wealth Management's CSCO Position: Q2 2026 in Review

Vertrix Wealth Management reduced its Cisco (CSCO) stake by 19% in Q2 2026, selling an estimated $758K and leaving 31,189 shares worth $3.66M. The position accounts for 1.23% of the portfolio, ranked #35.

Vertrix Wealth Management first reported a position in CSCO in Q1 2026 and has held it in 2 quarters since. 4,054 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Vertrix Wealth Management held 31,189 shares of Cisco worth $3.66M as of Q2 2026.
Vertrix Wealth Management sold 7,250 Cisco shares in Q2 2026, an estimated $758K.
Cisco made up 1.23% of Vertrix Wealth Management's portfolio in Q2 2026, its #35 holding.
Vertrix Wealth Management first reported a position in Cisco in Q1 2026 and has held it in 2 quarters since.
4,054 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.