GA
CSCO icon

Geller Advisors’s Cisco CSCO Stock Holding History

Geller Advisors’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 		$950K Sell
16,055
-127
-0.8% -$7.25K 0.06% 69
2024
Q3 		$861K Sell
16,182
-23
-0.1% -$1.12K 0.06% 86
2024
Q2 		$770K Sell
16,205
-483
-3% -$22.9K 0.06% 95
2024
Q1 		$833K Buy
16,688
+421
+3% +$21K 0.07% 86
2023
Q4 		$822K Sell
16,267
-1,607
-9% -$82.1K 0.08% 80
2023
Q3 		$961K Buy
17,874
+1,158
+7% +$62.5K 0.11% 61
2023
Q2 		$865K Buy
16,716
+6,814
+69% +$335K 0.11% 63
2023
Q1 		$518K Buy
9,902
+169
+2% +$8.25K 0.08% 66
2022
Q4 		$464K Buy
9,733
+108
+1% +$4.92K 0.08% 61
2022
Q3 		$385K Sell
9,625
-1,686
-15% -$74.8K 0.08% 62
2022
Q2 		$482K Sell
11,311
-261
-2% -$12.5K 0.1% 54
2022
Q1 		$645K Buy
11,572
+3,234
+39% +$183K 0.12% 47
2021
Q4 		$528K Buy
8,338
+276
+3% +$15.8K 0.1% 57
2021
Q3 		$439K Sell
8,062
-3,066
-28% -$172K 0.1% 63
2021
Q2 		$590K Buy
11,128
+54
+0.5% +$2.84K 0.13% 43
2021
Q1 		$573K Buy
11,074
+4,120
+59% +$193K 0.14% 40
2020
Q4 		$518K Hold
6,954
– – 0.13% 40
2020
Q3 		$274K Sell
6,954
-102
-1% -$4.45K 0.08% 62
2020
Q2 		$329K Buy
7,056
+1,793
+34% +$78.6K 0.1% 51
2020
Q1 		$207K Buy
5,263
+702
+15% +$30.8K 0.06% 64
2019
Q4 		$219K Buy
4,561
+319
+8% +$14.8K 0.07% 51
2019
Q3 		$210K Buy
+4,242
New +$220K 0.08% 65

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geller Advisors's CSCO Position: Q4 2024 in Review

Geller Advisors reduced its Cisco (CSCO) stake by 0.78% in Q4 2024, selling an estimated $7.25K and leaving 16,055 shares worth $950K. The position accounts for 0.06% of the portfolio, ranked #69.

Geller Advisors first reported a position in CSCO in Q3 2019 and has held it in 22 quarters since. The position peaked at $961K in Q3 2023. 3,363 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Geller Advisors held 16,055 shares of Cisco worth $950K as of Q4 2024.
  • Geller Advisors sold 127 Cisco shares in Q4 2024, an estimated $7.25K.
  • Cisco made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #69 holding.
  • Geller Advisors first reported a position in Cisco in Q3 2019 and has held it in 22 quarters since.
  • Geller Advisors's Cisco position peaked at $961K in Q3 2023.
  • 3,363 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.