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MorganRosel Wealth Management’s Cisco CSCO Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-1,108
Closed -$76.9K – 165
2025
Q2 		$76.9K Hold
1,108
– – 0.02% 158
2025
Q1 		$68.4K Buy
+1,108
New +$68.2K 0.02% 147

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MorganRosel Wealth Management's CSCO Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Cisco (CSCO) in Q3 2025, closing a stake of 1,108 shares — an estimated $76.9K sold.

MorganRosel Wealth Management first reported a position in CSCO in Q1 2025 and held it in 2 quarters. The position peaked at $76.9K in Q2 2025. 3,456 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Cisco position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,108 Cisco shares in Q3 2025, an estimated $76.9K.
  • MorganRosel Wealth Management first reported a position in Cisco in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Cisco position peaked at $76.9K in Q2 2025.
  • 3,456 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.