Bernard Wealth Management’s Cisco CSCO Stock Holding History

Bernard Wealth Management’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	-167	Closed	-$10.3K	–	329
2025 Q1	$10.3K	Buy	+167	New	+$10.3K	0.01%	220

Other funds holding CSCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bernard Wealth Management's CSCO Position: Q2 2025 in Review

Bernard Wealth Management sold out of Cisco (CSCO) in Q2 2025, closing a stake of 167 shares — an estimated $10.3K sold.

Bernard Wealth Management first reported a position in CSCO in Q1 2025 and held it in 1 quarter. The position peaked at $10.3K in Q1 2025. 3,432 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

Bernard Wealth Management reported no remaining Cisco position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 167 Cisco shares in Q2 2025, an estimated $10.3K.
Bernard Wealth Management first reported a position in Cisco in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Cisco position peaked at $10.3K in Q1 2025.
3,432 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.