Atria Wealth Solutions’s Cisco CSCO Stock Holding History

Atria Wealth Solutions’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	$5.68M	Sell	81,810 -109,567	-57%	-$6.73M	0.13%	190
2025 Q1	$11.8M	Buy	191,377 +13,004	+7%	+$801K	0.14%	153
2024 Q4	$10.6M	Buy	178,373 +14,102	+9%	+$805K	0.12%	187
2024 Q3	$8.74M	Sell	164,271 -23,682	-13%	-$1.15M	0.1%	216
2024 Q2	$8.93M	Sell	187,953 -19,704	-9%	-$936K	0.1%	212
2024 Q1	$10.4M	Sell	207,657 -5,805	-3%	-$290K	0.12%	189
2023 Q4	$10.8M	Sell	213,462 -5,564	-3%	-$284K	0.14%	157
2023 Q3	$11.8M	Buy	219,026 +18,359	+9%	+$991K	0.17%	133
2023 Q2	$10.4M	Sell	200,667 -2,152	-1%	-$106K	0.14%	150
2023 Q1	$10.6M	Buy	202,819 +7,198	+4%	+$352K	0.16%	140
2022 Q4	$9.32M	Buy	195,621 +9,346	+5%	+$425K	0.15%	148
2022 Q3	$7.45M	Sell	186,275 -3,406	-2%	-$151K	0.13%	165
2022 Q2	$8.09M	Buy	189,681 +25,319	+15%	+$1.21M	0.16%	142
2022 Q1	$9.16M	Buy	+164,362	New	+$9.3M	0.15%	137

Other funds holding CSCO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return