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Wealth Dimensions Group’s Cisco CSCO Stock Holding History

Wealth Dimensions 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
Q1 		$968K Buy
12,476
+299
+2% +$23.4K 0.19% 62
2025
Q4 		$938K Buy
12,177
+52
+0.4% +$3.86K 0.19% 65
2025
Q3 		$830K Buy
12,125
+38
+0.3% +$2.59K 0.17% 72
2025
Q2 		$839K Sell
12,087
-10
-0.1% -$615 0.18% 73
2025
Q1 		$746K Buy
12,097
+608
+5% +$37.4K 0.18% 70
2024
Q4 		$680K Buy
11,489
+117
+1% +$6.68K 0.17% 72
2024
Q3 		$605K Buy
11,372
+182
+2% +$8.85K 0.15% 76
2024
Q2 		$532K Sell
11,190
-673
-6% -$32K 0.15% 78
2024
Q1 		$592K Sell
11,863
-193
-2% -$9.63K 0.17% 73
2023
Q4 		$609K Sell
12,056
-592
-5% -$30.2K 0.19% 65
2023
Q3 		$680K Sell
12,648
-753
-6% -$40.6K 0.25% 54
2023
Q2 		$693K Buy
13,401
+188
+1% +$9.25K 0.25% 53
2023
Q1 		$691K Buy
13,213
+1,300
+11% +$63.5K 0.27% 50
2022
Q4 		$568K Buy
11,913
+776
+7% +$35.3K 0.23% 55
2022
Q3 		$445K Buy
11,137
+1
+0% +$44 0.22% 63
2022
Q2 		$475K Sell
11,136
-81
-0.7% -$3.88K 0.23% 65
2022
Q1 		$625K Buy
11,217
+91
+0.8% +$5.15K 0.29% 57
2021
Q4 		$705K Buy
11,126
+262
+2% +$15K 0.35% 49
2021
Q3 		$591K Buy
10,864
+173
+2% +$9.71K 0.38% 54
2021
Q2 		$567K Sell
10,691
-701
-6% -$36.9K 0.38% 49
2021
Q1 		$589K Sell
11,392
-150
-1% -$7.04K 0.46% 44
2020
Q4 		$517K Buy
+11,542
New +$474K 0.45% 43

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

Wealth Dimensions Group's CSCO Position: Q1 2026 in Review

Wealth Dimensions Group increased its Cisco (CSCO) stake by 2.5% in Q1 2026, buying an estimated $23.4K and bringing the position to 12,476 shares worth $968K. The position accounts for 0.19% of the portfolio, ranked #62.

Wealth Dimensions Group first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Wealth Dimensions Group held 12,476 shares of Cisco worth $968K as of Q1 2026.
  • Wealth Dimensions Group bought 299 Cisco shares in Q1 2026, an estimated $23.4K.
  • Cisco made up 0.19% of Wealth Dimensions Group's portfolio in Q1 2026, its #62 holding.
  • Wealth Dimensions Group first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.