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Montag & Caldwell’s Cisco CSCO Stock Holding History

Montag & Caldwell’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 		$439K Hold
6,321
– – 0.1% 75
2025
Q1 		$390K Hold
6,321
– – 0.09% 80
2024
Q4 		$374K Hold
6,321
– – 0.08% 80
2024
Q3 		$336K Hold
6,321
– – 0.07% 78
2024
Q2 		$300K Hold
6,321
– – 0.06% 79
2024
Q1 		$315K Sell
6,321
-201
-3% -$10K 0.05% 80
2023
Q4 		$329K Hold
6,522
– – 0.06% 75
2023
Q3 		$351K Sell
6,522
-37
-0.6% -$2K 0.05% 76
2023
Q2 		$339K Sell
6,559
-306
-4% -$15.1K 0.04% 80
2023
Q1 		$359K Sell
6,865
-450
-6% -$22K 0.05% 70
2022
Q4 		$348K Buy
7,315
+128
+2% +$5.83K 0.05% 72
2022
Q3 		$288K Buy
7,187
+866
+14% +$38.4K 0.04% 79
2022
Q2 		$270K Buy
+6,321
New +$303K 0.04% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montag & Caldwell's CSCO Position: Q2 2025 in Review

Montag & Caldwell held its Cisco (CSCO) position steady in Q2 2025 at 6,321 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #75.

Montag & Caldwell first reported a position in CSCO in Q2 2022 and has held it in 13 quarters since. 3,432 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • Montag & Caldwell held 6,321 shares of Cisco worth $439K as of Q2 2025.
  • Montag & Caldwell left its Cisco share count unchanged in Q2 2025.
  • Cisco made up 0.1% of Montag & Caldwell's portfolio in Q2 2025, its #75 holding.
  • Montag & Caldwell first reported a position in Cisco in Q2 2022 and has held it in 13 quarters since.
  • 3,432 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.