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Accredited Wealth Management’s Cisco CSCO Stock Holding History

Accredited 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
2025
Q3 		$34.2K Sell
245
-255
-51% -$17.4K 0.03% 162
2025
Q2 		$34.7K Sell
500
-1,193
-70% -$73.3K 0.03% 162
2025
Q1 		$104K Buy
1,693
+1,075
+174% +$66.2K 0.09% 85
2024
Q4 		$36.6K Buy
+618
New +$35.3K 0.03% 157

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's CSCO Position: Q3 2025 in Review

Accredited Wealth Management reduced its Cisco (CSCO) stake by 51% in Q3 2025, selling an estimated $17.4K and leaving 245 shares worth $34.2K. The position accounts for 0.03% of the portfolio, ranked #162.

Accredited Wealth Management first reported a position in CSCO in Q4 2024 and has held it in 4 quarters since. The position peaked at $104K in Q1 2025. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Accredited Wealth Management held 245 shares of Cisco worth $34.2K as of Q3 2025.
  • Accredited Wealth Management sold 255 Cisco shares in Q3 2025, an estimated $17.4K.
  • Cisco made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #162 holding.
  • Accredited Wealth Management first reported a position in Cisco in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Cisco position peaked at $104K in Q1 2025.
  • 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.