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Morningstar Investment Services’s Cisco CSCO Stock Holding History

Morningstar Investment Services’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 		– Sell
-25,398
Closed -$1.35M – 188
2024
Q3 		$1.35M Buy
25,398
+7,016
+38% +$341K 0.01% 194
2024
Q2 		$872K Buy
18,382
+3,025
+20% +$144K 0.01% 208
2024
Q1 		$764K Sell
15,357
-6,458
-30% -$322K 0.01% 206
2023
Q4 		$1.1M Buy
21,815
+6,472
+42% +$331K 0.01% 222
2023
Q3 		$827K Buy
15,343
+3,567
+30% +$192K 0.01% 186
2023
Q2 		$602K Buy
11,776
+2,802
+31% +$138K 0.01% 186
2023
Q1 		$461K Buy
+8,974
New +$438K 0.01% 185
2018
Q2 		– Sell
-117,252
Closed -$5.03M – 202
2018
Q1 		$5.03M Sell
117,252
-65,166
-36% -$2.76M 0.1% 123
2017
Q4 		$6.99M Sell
182,418
-5,678
-3% -$203K 0.14% 111
2017
Q3 		$6.33M Sell
188,096
-5,420
-3% -$173K 0.14% 111
2017
Q2 		$6.06M Buy
193,516
+45
+0% +$1.47K 0.14% 107
2017
Q1 		$6.54M Sell
193,471
-96,907
-33% -$3.14M 0.16% 102
2016
Q4 		$8.78M Sell
290,378
-10,126
-3% -$309K 0.29% 80
2016
Q3 		$9.53M Sell
300,504
-5,656
-2% -$174K 0.28% 87
2016
Q2 		$8.82M Sell
306,160
-26,745
-8% -$751K 0.28% 88
2016
Q1 		$9.48M Buy
332,905
+25,555
+8% +$657K 0.33% 81
2015
Q4 		$8.35M Sell
307,350
-86,125
-22% -$2.38M 0.33% 85
2015
Q3 		$10.3M Sell
393,475
-28,495
-7% -$769K 0.44% 71
2015
Q2 		$11.6M Sell
421,970
-30,739
-7% -$882K 0.49% 68
2015
Q1 		$12.5M Sell
452,709
-37,045
-8% -$1.04M 0.54% 62
2014
Q4 		$13.6M Buy
489,754
+44,596
+10% +$1.15M 0.64% 54
2014
Q3 		$11.2M Buy
445,158
+33,669
+8% +$847K 0.58% 53
2014
Q2 		$10.2M Buy
411,489
+63,839
+18% +$1.52M 0.59% 48
2014
Q1 		$7.79M Buy
347,650
+140,837
+68% +$3.11M 0.53% 55
2013
Q4 		$4.64M Buy
206,813
+59,452
+40% +$1.32M 0.35% 74
2013
Q3 		$3.44M Buy
147,361
+7,659
+5% +$190K 0.3% 77
2013
Q2 		$3.4M Buy
+139,702
New +$3.14M 0.35% 71

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's CSCO Position: Q4 2024 in Review

Morningstar Investment Services sold out of Cisco (CSCO) in Q4 2024, closing a stake of 25,398 shares — an estimated $1.35M sold.

Morningstar Investment Services first reported a position in CSCO in Q2 2013 and held it in 27 quarters. The position peaked at $13.6M in Q4 2014. 3,360 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Morningstar Investment Services reported no remaining Cisco position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 25,398 Cisco shares in Q4 2024, an estimated $1.35M.
  • Morningstar Investment Services first reported a position in Cisco in Q2 2013 and held it in 27 quarters.
  • Morningstar Investment Services's Cisco position peaked at $13.6M in Q4 2014.
  • 3,360 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.