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Fairhaven Wealth Management’s Cisco CSCO Stock Holding History

Fairhaven 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
2024
Q4 		$449K Buy
7,581
+167
+2% +$9.54K 0.14% 67
2024
Q3 		$395K Buy
7,414
+2
+0% +$97 0.12% 74
2024
Q2 		$352K Buy
7,412
+2
+0% +$95 0.12% 75
2024
Q1 		$370K Sell
7,410
-18
-0.2% -$898 0.13% 71
2023
Q4 		$375K Buy
7,428
+21
+0.3% +$1.07K 0.14% 70
2023
Q3 		$398K Buy
7,407
+2
+0% +$108 0.16% 65
2023
Q2 		$383K Buy
+7,405
New +$364K 0.15% 70
2022
Q4 		$362K Sell
7,596
-33
-0.4% -$1.5K 0.15% 66
2022
Q3 		$305K Buy
7,629
+37
+0.5% +$1.64K 0.14% 71
2022
Q2 		$324K Buy
7,592
+1
+0% +$48 0.15% 67
2022
Q1 		$423K Buy
7,591
+85
+1% +$4.81K 0.17% 65
2021
Q4 		$476K Buy
7,506
+1
+0% +$57 0.19% 58
2021
Q3 		$408K Buy
7,505
+394
+6% +$22.1K 0.17% 65
2021
Q2 		$377K Sell
7,111
-140
-2% -$7.36K 0.15% 69
2021
Q1 		$375K Buy
7,251
+760
+12% +$35.7K 0.16% 70
2020
Q4 		$290K Buy
+6,491
New +$267K 0.13% 86
2020
Q3 		– Sell
-5,007
Closed -$234K – 100
2020
Q2 		$234K Buy
+5,007
New +$220K 0.15% 75

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fairhaven Wealth Management's CSCO Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Cisco (CSCO) stake by 2.3% in Q4 2024, buying an estimated $9.54K and bringing the position to 7,581 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #67.

Fairhaven Wealth Management first reported a position in CSCO in Q2 2020 and has held it in 17 quarters since. The position peaked at $476K in Q4 2021. 3,360 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Fairhaven Wealth Management held 7,581 shares of Cisco worth $449K as of Q4 2024.
  • Fairhaven Wealth Management bought 167 Cisco shares in Q4 2024, an estimated $9.54K.
  • Cisco made up 0.14% of Fairhaven Wealth Management's portfolio in Q4 2024, its #67 holding.
  • Fairhaven Wealth Management first reported a position in Cisco in Q2 2020 and has held it in 17 quarters since.
  • Fairhaven Wealth Management's Cisco position peaked at $476K in Q4 2021.
  • 3,360 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.