Evergreen Private Wealth’s Cisco CSCO Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-70	Closed	-$4.79K	–	121
2025 Q3	$4.79K	Sell	70 -27	-28%	-$1.84K	﹤0.01%	178
2025 Q2	$6.73K	Buy	97 +27	+39%	+$1.66K	﹤0.01%	169
2025 Q1	$4.32K	Hold	70	–	–	﹤0.01%	168
2024 Q4	$4.14K	Hold	70	–	–	﹤0.01%	171
2024 Q3	$3.73K	Hold	70	–	–	﹤0.01%	178
2024 Q2	$3.33K	Hold	70	–	–	﹤0.01%	186
2024 Q1	$3.49K	Hold	70	–	–	﹤0.01%	189
2023 Q4	$3.54K	Buy	+70	New	+$3.58K	﹤0.01%	192

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Evergreen Private Wealth's CSCO Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Cisco (CSCO) in Q4 2025, closing a stake of 70 shares — an estimated $4.79K sold.

Evergreen Private Wealth first reported a position in CSCO in Q4 2023 and held it in 8 quarters. The position peaked at $6.73K in Q2 2025. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

Evergreen Private Wealth reported no remaining Cisco position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 70 Cisco shares in Q4 2025, an estimated $4.79K.
Evergreen Private Wealth first reported a position in Cisco in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Cisco position peaked at $6.73K in Q2 2025.
3,718 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.