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CarsonAllaria Wealth Management’s Cisco CSCO Stock Holding History

CarsonAllaria 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 		– Sell
-245
Closed -$17K – 136
2025
Q2 		$17K Hold
245
– – 0.01% 208
2025
Q1 		$15.1K Buy
+245
New +$15.1K 0.01% 218
2024
Q2 		– Sell
-50
Closed -$2.5K – 387
2024
Q1 		$2.5K Buy
+50
New +$2.5K ﹤0.01% 323
2023
Q1 		– Sell
-642
Closed -$31K – 376
2022
Q4 		$31K Buy
642
+5
+0.8% +$228 0.03% 128
2022
Q3 		$25K Buy
637
+6
+1% +$266 0.02% 133
2022
Q2 		$27K Buy
631
+4
+0.6% +$191 0.03% 135
2022
Q1 		$35K Buy
627
+5
+0.8% +$283 0.03% 124
2021
Q4 		$39K Buy
+622
New +$35.5K 0.03% 131

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CarsonAllaria Wealth Management's CSCO Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Cisco (CSCO) in Q3 2025, closing a stake of 245 shares — an estimated $17K sold.

CarsonAllaria Wealth Management first reported a position in CSCO in Q4 2021 and held it in 8 quarters. The position peaked at $39K in Q4 2021. 3,456 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Cisco position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 245 Cisco shares in Q3 2025, an estimated $17K.
  • CarsonAllaria Wealth Management first reported a position in Cisco in Q4 2021 and held it in 8 quarters.
  • CarsonAllaria Wealth Management's Cisco position peaked at $39K in Q4 2021.
  • 3,456 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.