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Meritage Portfolio Management’s Cisco CSCO Stock Holding History

Meritage Portfolio 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
Q4 		$3.31M Sell
42,923
-137
-0.3% -$10.2K 0.22% 133
2025
Q3 		$2.95M Sell
43,060
-14,489
-25% -$988K 0.2% 140
2025
Q2 		$3.99M Sell
57,549
-1,366
-2% -$83.9K 0.25% 115
2025
Q1 		$3.64M Sell
58,915
-2,822
-5% -$174K 0.24% 117
2024
Q4 		$3.65M Sell
61,737
-5,445
-8% -$311K 0.23% 122
2024
Q3 		$3.58M Sell
67,182
-111,940
-62% -$5.44M 0.22% 139
2024
Q2 		$8.51M Sell
179,122
-3,155
-2% -$150K 0.54% 45
2024
Q1 		$9.1M Buy
182,277
+60,071
+49% +$3M 0.58% 42
2023
Q4 		$6.17M Sell
122,206
-1,069
-0.9% -$54.6K 0.41% 72
2023
Q3 		$6.63M Sell
123,275
-2,859
-2% -$154K 0.49% 58
2023
Q2 		$6.53M Sell
126,134
-8,034
-6% -$395K 0.46% 62
2023
Q1 		$7.01M Buy
134,168
+92
+0.1% +$4.49K 0.53% 58
2022
Q4 		$6.39M Sell
134,076
-1,667
-1% -$75.9K 0.5% 67
2022
Q3 		$5.43M Sell
135,743
-4,794
-3% -$213K 0.45% 67
2022
Q2 		$5.99M Buy
140,537
+1,266
+0.9% +$60.6K 0.46% 69
2022
Q1 		$7.77M Buy
139,271
+2,033
+1% +$115K 0.48% 61
2021
Q4 		$8.7M Buy
137,238
+50,262
+58% +$2.87M 0.49% 52
2021
Q3 		$4.73M Buy
+86,976
New +$4.88M 0.28% 105
2021
Q2 		– Sell
-35,187
Closed -$1.82M – 303
2021
Q1 		$1.82M Sell
35,187
-2,787
-7% -$131K 0.12% 178
2020
Q4 		$1.7M Sell
37,974
-1,295
-3% -$53.2K 0.12% 178
2020
Q3 		$1.55M Sell
39,269
-27,592
-41% -$1.2M 0.14% 169
2020
Q2 		$3.12M Sell
66,861
-5,832
-8% -$256K 0.3% 93
2020
Q1 		$2.86M Sell
72,693
-1,944
-3% -$85.3K 0.39% 75
2019
Q4 		$3.58M Buy
74,637
+28,736
+63% +$1.34M 0.31% 107
2019
Q3 		$2.27M Buy
+45,901
New +$2.39M 0.22% 159
2017
Q3 		– Sell
-272,006
Closed -$8.51M – 202
2017
Q2 		$8.51M Sell
272,006
-7,220
-3% -$235K 0.88% 17
2017
Q1 		$9.44M Buy
279,226
+59
+0% +$1.91K 0.99% 18
2016
Q4 		$8.44M Sell
279,167
-1,816
-0.6% -$55.4K 0.92% 22
2016
Q3 		$8.91M Sell
280,983
-1,296
-0.5% -$39.9K 0.98% 20
2016
Q2 		$8.1M Sell
282,279
-4,195
-1% -$118K 0.91% 22
2016
Q1 		$8.15M Buy
286,474
+120,500
+73% +$3.1M 0.92% 23
2015
Q4 		$4.51M Buy
165,974
+17
+0% +$469 0.51% 95
2015
Q3 		$4.36M Buy
165,957
+6,452
+4% +$174K 0.51% 93
2015
Q2 		$4.38M Buy
+159,505
New +$4.57M 0.46% 127
2014
Q1 		– Sell
-203,977
Closed -$4.58M – 199
2013
Q4 		$4.58M Sell
203,977
-10,029
-5% -$222K 0.57% 79
2013
Q3 		$5.01M Buy
214,006
+2,045
+1% +$50.8K 0.65% 56
2013
Q2 		$5.16M Buy
+211,961
New +$4.77M 0.74% 31

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meritage Portfolio Management's CSCO Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Cisco (CSCO) stake by 0.32% in Q4 2025, selling an estimated $10.2K and leaving 42,923 shares worth $3.31M. The position accounts for 0.22% of the portfolio, ranked #133.

Meritage Portfolio Management first reported a position in CSCO in Q2 2013 and has held it in 37 quarters since. The position peaked at $9.44M in Q1 2017. 3,708 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

  • Meritage Portfolio Management held 42,923 shares of Cisco worth $3.31M as of Q4 2025.
  • Meritage Portfolio Management sold 137 Cisco shares in Q4 2025, an estimated $10.2K.
  • Cisco made up 0.22% of Meritage Portfolio Management's portfolio in Q4 2025, its #133 holding.
  • Meritage Portfolio Management first reported a position in Cisco in Q2 2013 and has held it in 37 quarters since.
  • Meritage Portfolio Management's Cisco position peaked at $9.44M in Q1 2017.
  • 3,708 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.