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WealthPlan Investment Management’s Cisco CSCO Stock Holding History

WealthPlan Investment 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 		$2.91M Buy
24,753
+21,150
+587% +$2.21M 0.14% 128
2026
Q1 		$280K Buy
+3,603
New +$282K 0.02% 403
2023
Q2 		– Sell
-2,306
Closed -$121K – 391
2023
Q1 		$121K Sell
2,306
-7,067
-75% -$345K 0.02% 189
2022
Q4 		$449K Buy
9,373
+234
+3% +$10.7K 0.03% 269
2022
Q3 		$440K Buy
+9,139
New +$405K 0.03% 261
2022
Q1 		$367K Buy
+7,495
New +$424K 0.03% 291

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

WealthPlan Investment Management's CSCO Position: Q2 2026 in Review

WealthPlan Investment Management increased its Cisco (CSCO) stake by 587% in Q2 2026, buying an estimated $2.21M and bringing the position to 24,753 shares worth $2.91M. The position accounts for 0.14% of the portfolio, ranked #128.

WealthPlan Investment Management first reported a position in CSCO in Q1 2022 and has held it in 6 quarters since. 1,615 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • WealthPlan Investment Management held 24,753 shares of Cisco worth $2.91M as of Q2 2026.
  • WealthPlan Investment Management bought 21,150 Cisco shares in Q2 2026, an estimated $2.21M.
  • Cisco made up 0.14% of WealthPlan Investment Management's portfolio in Q2 2026, its #128 holding.
  • WealthPlan Investment Management first reported a position in Cisco in Q1 2022 and has held it in 6 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.