AAS
CSCO icon

Avantax Advisory Services’s Cisco CSCO Stock Holding History

Avantax Advisory Services’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 		$29.2M Buy
420,336
+4,525
+1% +$278K 0.16% 100
2025
Q1 		$25.7M Buy
415,811
+20,453
+5% +$1.26M 0.16% 103
2024
Q4 		$23.4M Sell
395,358
-8,834
-2% -$505K 0.15% 102
2024
Q3 		$21.5M Buy
404,192
+17,679
+5% +$860K 0.14% 107
2024
Q2 		$18.4M Buy
386,513
+143,352
+59% +$6.81M 0.13% 118
2024
Q1 		$12.1M Sell
243,161
-96,577
-28% -$4.82M 0.11% 145
2023
Q4 		$17.2M Buy
339,738
+26,073
+8% +$1.33M 0.17% 99
2023
Q3 		$16.9M Buy
313,665
+8,516
+3% +$459K 0.19% 88
2023
Q2 		$15.8M Buy
305,149
+11,564
+4% +$569K 0.18% 93
2023
Q1 		$15.3M Buy
293,585
+55,374
+23% +$2.7M 0.19% 92
2022
Q4 		$11.3M Sell
238,211
-542
-0.2% -$24.7K 0.15% 116
2022
Q3 		$9.55M Buy
238,753
+28,406
+14% +$1.26M 0.15% 111
2022
Q2 		$8.97M Buy
210,347
+12,429
+6% +$595K 0.14% 125
2022
Q1 		$11.1M Buy
197,918
+19,997
+11% +$1.13M 0.15% 103
2021
Q4 		$11.3M Buy
177,921
+15,080
+9% +$862K 0.17% 95
2021
Q3 		$8.86M Buy
162,841
+16,415
+11% +$921K 0.15% 105
2021
Q2 		$7.78M Buy
146,426
+15,475
+12% +$814K 0.14% 113
2021
Q1 		$6.78M Buy
130,951
+3,176
+2% +$149K 0.15% 113
2020
Q4 		$5.71M Sell
127,775
-128,768
-50% -$5.29M 0.14% 120
2020
Q3 		$10.1M Buy
256,543
+133,715
+109% +$5.83M 0.16% 109
2020
Q2 		$5.73M Sell
122,828
-5,367
-4% -$235K 0.17% 101
2020
Q1 		$5.05M Buy
128,195
+10,771
+9% +$473K 0.15% 101
2019
Q4 		$5.62M Buy
117,424
+16,324
+16% +$759K 0.13% 104
2019
Q3 		$4.99M Buy
101,100
+23,447
+30% +$1.22M 0.2% 62
2019
Q2 		$4.25M Sell
77,653
-8,603
-10% -$475K 0.19% 66
2019
Q1 		$4.66M Buy
86,256
+24,714
+40% +$1.2M 0.25% 49
2018
Q4 		$2.67M Buy
+61,542
New +$2.82M 0.45% 57

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

Avantax Advisory Services's CSCO Position: Q2 2025 in Review

Avantax Advisory Services increased its Cisco (CSCO) stake by 1.1% in Q2 2025, buying an estimated $278K and bringing the position to 420,336 shares worth $29.2M. The position accounts for 0.16% of the portfolio, ranked #100.

Avantax Advisory Services first reported a position in CSCO in Q4 2018 and has held it in 27 quarters since. 3,431 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • Avantax Advisory Services held 420,336 shares of Cisco worth $29.2M as of Q2 2025.
  • Avantax Advisory Services bought 4,525 Cisco shares in Q2 2025, an estimated $278K.
  • Cisco made up 0.16% of Avantax Advisory Services's portfolio in Q2 2025, its #100 holding.
  • Avantax Advisory Services first reported a position in Cisco in Q4 2018 and has held it in 27 quarters since.
  • 3,431 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.