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American Trust Investment Advisors’s Cisco CSCO Stock Holding History

American Trust Investment 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
2025
Q2 		– Sell
-14,958
Closed -$923K – 89
2025
Q1 		$923K Buy
14,958
+375
+3% +$23.1K 0.39% 49
2024
Q4 		$863K Buy
14,583
+2,795
+24% +$160K 0.35% 50
2024
Q3 		$627K Buy
+11,788
New +$573K 0.26% 55
2022
Q2 		– Sell
-3,583
Closed -$200K – 82
2022
Q1 		$200K Hold
3,583
– – 0.1% 88
2021
Q4 		$227K Sell
3,583
-125
-3% -$7.14K 0.11% 84
2021
Q3 		$202K Buy
+3,708
New +$208K 0.11% 84
2018
Q4 		– Sell
-25,495
Closed -$1.24M – 76
2018
Q3 		$1.24M Sell
25,495
-665
-3% -$29.9K 0.97% 35
2018
Q2 		$1.13M Sell
26,160
-345
-1% -$15.1K 0.92% 38
2018
Q1 		$1.14M Sell
26,505
-745
-3% -$31.6K 0.91% 39
2017
Q4 		$1.04M Sell
27,250
-2,069
-7% -$73.9K 0.82% 41
2017
Q3 		$986K Sell
29,319
-3,125
-10% -$99.5K 0.88% 37
2017
Q2 		$1.01M Sell
32,444
-94,820
-75% -$3.09M 0.89% 36
2017
Q1 		$4.3M Buy
127,264
+1,115
+0.9% +$36.2K 3.89% 5
2016
Q4 		$3.81M Buy
126,149
+9,037
+8% +$275K 3.7% 5
2016
Q3 		$3.71M Buy
117,112
+2,690
+2% +$82.7K 3.74% 5
2016
Q2 		$3.28M Buy
114,422
+10,065
+10% +$283K 3.38% 5
2016
Q1 		$2.97M Buy
104,357
+25,703
+33% +$661K 3.06% 8
2015
Q4 		$2.14M Buy
78,654
+790
+1% +$21.8K 2.41% 14
2015
Q3 		$2.04M Buy
+77,864
New +$2.1M 2.38% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Trust Investment Advisors's CSCO Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Cisco (CSCO) in Q2 2025, closing a stake of 14,958 shares — an estimated $923K sold.

American Trust Investment Advisors first reported a position in CSCO in Q3 2015 and held it in 19 quarters. The position peaked at $4.3M in Q1 2017. 3,431 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • American Trust Investment Advisors reported no remaining Cisco position as of Q2 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 14,958 Cisco shares in Q2 2025, an estimated $923K.
  • American Trust Investment Advisors first reported a position in Cisco in Q3 2015 and held it in 19 quarters.
  • American Trust Investment Advisors's Cisco position peaked at $4.3M in Q1 2017.
  • 3,431 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.