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Congress Wealth Management’s Cisco CSCO Stock Holding History

Congress 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 		$36.8M Buy
530,640
+101,422
+24% +$6.23M 0.36% 60
2025
Q1 		$26.5M Buy
429,218
+44,509
+12% +$2.74M 0.32% 75
2024
Q4 		$22.8M Sell
384,709
-59,562
-13% -$3.4M 0.31% 83
2024
Q3 		$23.6M Buy
444,271
+100,011
+29% +$4.86M 0.32% 78
2024
Q2 		$16.4M Buy
344,260
+94,117
+38% +$4.47M 0.26% 105
2024
Q1 		$12.5M Buy
250,143
+5,972
+2% +$298K 0.22% 142
2023
Q4 		$12.3M Buy
244,171
+7,388
+3% +$377K 0.23% 130
2023
Q3 		$12.7M Buy
236,783
+2,737
+1% +$148K 0.26% 108
2023
Q2 		$12.1M Sell
234,046
-5,337
-2% -$263K 0.28% 110
2023
Q1 		$12.5M Buy
239,383
+15,325
+7% +$748K 0.3% 90
2022
Q4 		$10.7M Buy
224,058
+5,546
+3% +$252K 0.27% 116
2022
Q3 		$8.74M Buy
218,512
+13,710
+7% +$608K 0.24% 133
2022
Q2 		$8.73M Sell
204,802
-3,577
-2% -$171K 0.22% 134
2022
Q1 		$11.6M Sell
208,379
-3,094
-1% -$175K 0.25% 104
2021
Q4 		$13.4M Buy
+211,473
New +$12.1M 0.27% 100

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Congress Wealth Management increased its Cisco (CSCO) stake by 24% in Q2 2025, buying an estimated $6.23M and bringing the position to 530,640 shares worth $36.8M. The position accounts for 0.36% of the portfolio, ranked #60.

Congress Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 15 quarters since. 3,435 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • Congress Wealth Management held 530,640 shares of Cisco worth $36.8M as of Q2 2025.
  • Congress Wealth Management bought 101,422 Cisco shares in Q2 2025, an estimated $6.23M.
  • Cisco made up 0.36% of Congress Wealth Management's portfolio in Q2 2025, its #60 holding.
  • Congress Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 15 quarters since.
  • 3,435 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.