MPW
CSCO icon

Monterey Private Wealth’s Cisco CSCO Stock Holding History

Monterey 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
Q1 		$515K Sell
8,339
-132
-2% -$8.13K 0.15% 62
2024
Q4 		$501K Buy
8,471
+967
+13% +$55.2K 0.17% 61
2024
Q3 		$399K Buy
7,504
+17
+0.2% +$827 0.14% 68
2024
Q2 		$356K Buy
7,487
+591
+9% +$28.1K 0.13% 70
2024
Q1 		$344K Buy
6,896
+54
+0.8% +$2.69K 0.14% 72
2023
Q4 		$346K Buy
6,842
+159
+2% +$8.12K 0.16% 63
2023
Q3 		$359K Buy
6,683
+14
+0.2% +$755 0.18% 59
2023
Q2 		$345K Sell
6,669
-41
-0.6% -$2.02K 0.17% 63
2023
Q1 		$351K Sell
6,710
-1,721
-20% -$84K 0.18% 63
2022
Q4 		$402K Sell
8,431
-1,557
-16% -$70.9K 0.22% 59
2022
Q3 		$405K Sell
9,988
-160
-2% -$7.1K 0.24% 55
2022
Q2 		$433K Sell
10,148
-1,423
-12% -$68.1K 0.25% 53
2022
Q1 		$649K Buy
11,571
+2,243
+24% +$127K 0.31% 48
2021
Q4 		$591K Sell
9,328
-1,878
-17% -$107K 0.29% 52
2021
Q3 		$613K Sell
11,206
-755
-6% -$42.4K 0.34% 47
2021
Q2 		$634K Buy
11,961
+1,314
+12% +$69.1K 0.36% 43
2021
Q1 		$550K Sell
10,647
-42
-0.4% -$1.97K 0.3% 44
2020
Q4 		$478K Buy
10,689
+15
+0.1% +$616 0.28% 44
2020
Q3 		$420K Buy
10,674
+13
+0.1% +$567 0.27% 48
2020
Q2 		$497K Buy
10,661
+1,896
+22% +$83.1K 0.35% 40
2020
Q1 		$345K Sell
8,765
-3,704
-30% -$163K 0.29% 42
2019
Q4 		$598K Buy
+12,469
New +$580K 0.48% 30

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

Monterey Private Wealth's CSCO Position: Q1 2025 in Review

Monterey Private Wealth reduced its Cisco (CSCO) stake by 1.6% in Q1 2025, selling an estimated $8.13K and leaving 8,339 shares worth $515K. The position accounts for 0.15% of the portfolio, ranked #62.

Monterey Private Wealth first reported a position in CSCO in Q4 2019 and has held it in 22 quarters since. The position peaked at $649K in Q1 2022. 3,372 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

  • Monterey Private Wealth held 8,339 shares of Cisco worth $515K as of Q1 2025.
  • Monterey Private Wealth sold 132 Cisco shares in Q1 2025, an estimated $8.13K.
  • Cisco made up 0.15% of Monterey Private Wealth's portfolio in Q1 2025, its #62 holding.
  • Monterey Private Wealth first reported a position in Cisco in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Cisco position peaked at $649K in Q1 2022.
  • 3,372 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.