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Brass Tax Wealth Management’s Cisco CSCO Stock Holding History

Brass Tax 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
Q3 		$663K Buy
9,687
+397
+4% +$27.1K 0.11% 97
2025
Q2 		$645K Buy
9,290
+756
+9% +$46.5K 0.12% 87
2025
Q1 		$527K Buy
8,534
+480
+6% +$29.6K 0.11% 98
2024
Q4 		$477K Sell
8,054
-886
-10% -$50.6K 0.1% 103
2024
Q3 		$476K Buy
8,940
+3,502
+64% +$170K 0.1% 96
2024
Q2 		$258K Buy
+5,438
New +$258K 0.11% 110

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's CSCO Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Cisco (CSCO) stake by 4.3% in Q3 2025, buying an estimated $27.1K and bringing the position to 9,687 shares worth $663K. The position accounts for 0.11% of the portfolio, ranked #97.

Brass Tax Wealth Management first reported a position in CSCO in Q2 2024 and has held it in 6 quarters since. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Brass Tax Wealth Management held 9,687 shares of Cisco worth $663K as of Q3 2025.
  • Brass Tax Wealth Management bought 397 Cisco shares in Q3 2025, an estimated $27.1K.
  • Cisco made up 0.11% of Brass Tax Wealth Management's portfolio in Q3 2025, its #97 holding.
  • Brass Tax Wealth Management first reported a position in Cisco in Q2 2024 and has held it in 6 quarters since.
  • 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.