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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 0.09% 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 0.13% 157
2023
Q3 		$11.8M Buy
219,026
+18,359
+9% +$991K 0.16% 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 0.15% 142
2022
Q1 		$9.16M Buy
+164,362
New +$9.3M 0.15% 137

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's CSCO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cisco (CSCO) stake by 57% in Q2 2025, selling an estimated $6.73M and leaving 81,810 shares worth $5.68M. The position accounts for 0.13% of the portfolio, ranked #190.

Atria Wealth Solutions first reported a position in CSCO in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q1 2025. 3,435 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • Atria Wealth Solutions held 81,810 shares of Cisco worth $5.68M as of Q2 2025.
  • Atria Wealth Solutions sold 109,567 Cisco shares in Q2 2025, an estimated $6.73M.
  • Cisco made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #190 holding.
  • Atria Wealth Solutions first reported a position in Cisco in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Cisco position peaked at $11.8M in Q1 2025.
  • 3,435 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.