Beverly Hills Private Wealth’s Cisco CSCO Stock Holding History

Beverly Hills Private Wealth’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
2026 Q1	$3.94M	Buy	50,789 +1,564	+3%	+$122K	0.66%	45
2025 Q4	$3.79M	Buy	49,225 +1,286	+3%	+$95.4K	0.65%	41
2025 Q3	$3.28M	Sell	47,939 -1,176	-2%	-$80.2K	0.58%	47
2025 Q2	$3.41M	Sell	49,115 -2,195	-4%	-$135K	0.64%	43
2025 Q1	$3.17M	Sell	51,310 -184	-0.4%	-$11.3K	0.63%	42
2024 Q4	$3.05M	Sell	51,494 -1,626	-3%	-$92.9K	0.62%	41
2024 Q3	$2.83M	Sell	53,120 -10,542	-17%	-$513K	0.57%	41
2024 Q2	$3.02M	Sell	63,662 -2,615	-4%	-$124K	0.66%	34
2024 Q1	$3.31M	Sell	66,277 -4,851	-7%	-$242K	0.76%	29
2023 Q4	$3.59M	Sell	71,128 -780	-1%	-$39.9K	0.94%	21
2023 Q3	$3.87M	Sell	71,908 -65,089	-48%	-$3.51M	1.15%	18
2023 Q2	$7.21M	Buy	136,997 +35,504	+35%	+$1.75M	1.19%	16
2023 Q1	$5.31M	Buy	101,493 +17,922	+21%	+$875K	1.65%	7
2022 Q4	$3.98M	Buy	+83,571	New	+$3.8M	1.74%	7

Other funds holding CSCO

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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