CRWM
CSCO icon

Castle Rock Wealth Management’s Cisco CSCO Stock Holding History

Castle Rock 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
2026
Q2 		$566K Sell
4,836
-11
-0.2% -$1.15K 0.11% 162
2026
Q1 		$383K Buy
4,847
+1,532
+46% +$120K 0.08% 187
2025
Q4 		$274K Buy
3,315
+78
+2% +$5.79K 0.06% 226
2025
Q3 		$222K Sell
3,237
-41
-1% -$2.79K 0.05% 243
2025
Q2 		$224K Buy
3,278
+10
+0.3% +$615 0.05% 234
2025
Q1 		$202K Hold
3,268
– – 0.05% 225
2024
Q4 		$212K Buy
+3,268
New +$187K 0.05% 226
2024
Q1 		– Sell
-4,129
Closed -$207K – 234
2023
Q4 		$207K Sell
4,129
-71
-2% -$3.63K 0.06% 222
2023
Q3 		$225K Buy
+4,200
New +$227K 0.08% 198
2023
Q2 		– Sell
-4,455
Closed -$207K – 213
2023
Q1 		$207K Sell
4,455
-26
-0.6% -$1.27K 0.07% 204
2022
Q4 		$217K Buy
+4,481
New +$204K 0.1% 203
2022
Q3 		– Sell
-4,623
Closed -$200K – 204
2022
Q2 		$200K Buy
4,623
+10
+0.2% +$479 0.1% 200
2022
Q1 		$240K Sell
4,613
-447
-9% -$25.3K 0.11% 202
2021
Q4 		$287K Buy
5,060
+1,015
+25% +$58K 0.12% 198
2021
Q3 		$231K Buy
4,045
+206
+5% +$11.6K 0.08% 236
2021
Q2 		$213K Buy
+3,839
New +$202K 0.08% 236

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return