Centricity Wealth Management’s Cisco CSCO Stock Holding History

Centricity 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 Q2	$217K	Hold	3,130	–	–	0.17%	71
2025 Q1	$193K	Hold	3,130	–	–	0.18%	74
2024 Q4	$185K	Buy	+3,130	New	+$179K	0.17%	77

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Centricity Wealth Management's CSCO Position: Q2 2025 in Review

Centricity Wealth Management held its Cisco (CSCO) position steady in Q2 2025 at 3,130 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #71.

Centricity Wealth Management first reported a position in CSCO in Q4 2024 and has held it in 3 quarters since. 3,435 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

Centricity Wealth Management held 3,130 shares of Cisco worth $217K as of Q2 2025.
Centricity Wealth Management left its Cisco share count unchanged in Q2 2025.
Cisco made up 0.17% of Centricity Wealth Management's portfolio in Q2 2025, its #71 holding.
Centricity Wealth Management first reported a position in Cisco in Q4 2024 and has held it in 3 quarters since.
3,435 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.