WE
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Wealth Effects’s Cisco CSCO Stock Holding History

Wealth Effects’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 		$273K Buy
3,514
+260
+8% +$20.4K 0.1% 173
2025
Q4 		$251K Buy
+3,254
New +$241K 0.08% 177
2024
Q4 		– Sell
-3,906
Closed -$208K – 218
2024
Q3 		$208K Buy
+3,906
New +$190K 0.07% 194
2024
Q2 		– Sell
-4,260
Closed -$213K – 212
2024
Q1 		$213K Sell
4,260
-711
-14% -$35.5K 0.08% 192
2023
Q4 		$251K Buy
4,971
+1,030
+26% +$52.6K 0.09% 179
2023
Q3 		$212K Buy
3,941
+2
+0.1% +$108 0.1% 161
2023
Q2 		$204K Sell
3,939
-12
-0.3% -$590 0.09% 169
2023
Q1 		$207K Buy
+3,951
New +$193K 0.11% 170
2022
Q2 		– Sell
-3,761
Closed -$210K – 195
2022
Q1 		$210K Hold
3,761
– – 0.1% 178
2021
Q4 		$238K Buy
+3,761
New +$215K 0.1% 180

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 Effects's CSCO Position: Q1 2026 in Review

Wealth Effects increased its Cisco (CSCO) stake by 8% in Q1 2026, buying an estimated $20.4K and bringing the position to 3,514 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #173.

Wealth Effects first reported a position in CSCO in Q4 2021 and has held it in 10 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Wealth Effects held 3,514 shares of Cisco worth $273K as of Q1 2026.
  • Wealth Effects bought 260 Cisco shares in Q1 2026, an estimated $20.4K.
  • Cisco made up 0.1% of Wealth Effects's portfolio in Q1 2026, its #173 holding.
  • Wealth Effects first reported a position in Cisco in Q4 2021 and has held it in 10 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.