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Whipplewood Advisors’s Cisco CSCO Stock Holding History

Whipplewood Advisors’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 		$121K Sell
1,031
-1,138
-52% -$119K 0.08% 105
2026
Q1 		$168K Buy
2,169
+1,343
+163% +$105K 0.09% 145
2025
Q4 		$63.6K Buy
826
+47
+6% +$3.49K 0.04% 185
2025
Q3 		$53.3K Sell
779
-2,353
-75% -$160K 0.04% 190
2025
Q2 		$217K Buy
3,132
+261
+9% +$16K 0.12% 156
2025
Q1 		$187K Buy
2,871
+20
+0.7% +$1.23K 0.11% 165
2024
Q4 		$169K Buy
+2,851
New +$163K 0.1% 177

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Whipplewood Advisors's CSCO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Cisco (CSCO) stake by 52% in Q2 2026, selling an estimated $119K and leaving 1,031 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #105.

Whipplewood Advisors first reported a position in CSCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $217K in Q2 2025. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Whipplewood Advisors held 1,031 shares of Cisco worth $121K as of Q2 2026.
  • Whipplewood Advisors sold 1,138 Cisco shares in Q2 2026, an estimated $119K.
  • Cisco made up 0.08% of Whipplewood Advisors's portfolio in Q2 2026, its #105 holding.
  • Whipplewood Advisors first reported a position in Cisco in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Cisco position peaked at $217K in Q2 2025.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.