Atlas Private Wealth Advisors’s Cisco CSCO Stock Holding History

Atlas Private Wealth 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 Q3	–	Sell	-3,453	Closed	-$240K	–	148
2025 Q2	$240K	Buy	3,453 +206	+6%	+$12.7K	0.03%	179
2025 Q1	$200K	Buy	+3,247	New	+$200K	0.03%	179
2024 Q1	–	Sell	-7,874	Closed	-$398K	–	117
2023 Q4	$398K	Sell	7,874 -682	-8%	-$34.8K	0.07%	103
2023 Q3	$460K	Buy	8,556 +2,007	+31%	+$108K	0.09%	113
2023 Q2	$339K	Buy	+6,549	New	+$322K	0.07%	136
2021 Q4	–	Sell	-2,055	Closed	-$112K	–	269
2021 Q3	$112K	Sell	2,055 -58	-3%	-$3.25K	0.06%	164
2021 Q2	$112K	Sell	2,113 -818	-28%	-$43K	0.06%	150
2021 Q1	$152K	Buy	2,931 +1,090	+59%	+$51.2K	0.08%	124
2020 Q4	$82K	Buy	1,841 +2	+0.1%	+$82	0.06%	167
2020 Q3	$72K	Sell	1,839 -1,413	-43%	-$61.6K	0.06%	165
2020 Q2	$152K	Buy	+3,252	New	+$143K	0.14%	117

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Private Wealth Advisors's CSCO Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Cisco (CSCO) in Q3 2025, closing a stake of 3,453 shares — an estimated $240K sold.

Atlas Private Wealth Advisors first reported a position in CSCO in Q2 2020 and held it in 11 quarters. The position peaked at $460K in Q3 2023. 3,456 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining Cisco position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,453 Cisco shares in Q3 2025, an estimated $240K.
Atlas Private Wealth Advisors first reported a position in Cisco in Q2 2020 and held it in 11 quarters.
Atlas Private Wealth Advisors's Cisco position peaked at $460K in Q3 2023.
3,456 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.