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Whalen Wealth Management’s Cisco CSCO Stock Holding History

Whalen 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
Q3 		$960K Buy
8,917
+372
+4% +$41.9K 0.41% 68
2026
Q2 		$1M Buy
8,545
+98
+1% +$10.2K 0.45% 66
2026
Q1 		$655K Sell
8,447
-711
-8% -$55.7K 0.35% 77
2025
Q4 		$705K Buy
+9,158
New +$680K 0.38% 70
2024
Q2 		– Sell
-9,231
Closed -$461K – 110
2024
Q1 		$461K Buy
+9,231
New +$461K 0.34% 54

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Whalen Wealth Management's CSCO Position: Q3 2026 in Review

Whalen Wealth Management increased its Cisco (CSCO) stake by 4.4% in Q3 2026, buying an estimated $41.9K and bringing the position to 8,917 shares worth $960K. The position accounts for 0.41% of the portfolio, ranked #68.

Whalen Wealth Management first reported a position in CSCO in Q1 2024 and has held it in 5 quarters since. The position peaked at $1M in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Whalen Wealth Management held 8,917 shares of Cisco worth $960K as of Q3 2026.
  • Whalen Wealth Management bought 372 Cisco shares in Q3 2026, an estimated $41.9K.
  • Cisco made up 0.41% of Whalen Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Whalen Wealth Management first reported a position in Cisco in Q1 2024 and has held it in 5 quarters since.
  • Whalen Wealth Management's Cisco position peaked at $1M in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.