Bordeaux Wealth Advisors’s Cisco CSCO Stock Holding History

Bordeaux Wealth Advisors’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	$761K	Sell	10,973 -139	-1%	-$8.54K	0.1%	71
2025 Q1	$686K	Sell	11,112 -98	-0.9%	-$6.03K	0.13%	73
2024 Q4	$664K	Sell	11,210 -1,493	-12%	-$85.3K	0.11%	72
2024 Q3	$676K	Buy	12,703 +1,788	+16%	+$87K	0.12%	73
2024 Q2	$519K	Buy	10,915 +1,476	+16%	+$70.1K	0.1%	81
2024 Q1	$471K	Sell	9,439 -2,931	-24%	-$146K	0.16%	61
2023 Q4	$625K	Buy	12,370 +1,801	+17%	+$92K	0.21%	51
2023 Q3	$568K	Buy	10,569 +86	+0.8%	+$4.64K	0.23%	51
2023 Q2	$542K	Buy	+10,483	New	+$516K	0.22%	52

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

Bordeaux Wealth Advisors's CSCO Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Cisco (CSCO) stake by 1.3% in Q2 2025, selling an estimated $8.54K and leaving 10,973 shares worth $761K. The position accounts for 0.1% of the portfolio, ranked #71.

Bordeaux Wealth Advisors first reported a position in CSCO in Q2 2023 and has held it in 9 quarters since. 3,432 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

Bordeaux Wealth Advisors held 10,973 shares of Cisco worth $761K as of Q2 2025.
Bordeaux Wealth Advisors sold 139 Cisco shares in Q2 2025, an estimated $8.54K.
Cisco made up 0.1% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #71 holding.
Bordeaux Wealth Advisors first reported a position in Cisco in Q2 2023 and has held it in 9 quarters since.
3,432 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.