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Napa Wealth Management’s Cisco CSCO Stock Holding History

Napa 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
Q2 		– Sell
-24,097
Closed -$1.49M – 141
2025
Q1 		$1.49M Sell
24,097
-14,749
-38% -$908K 0.84% 37
2024
Q4 		$2.3M Buy
38,846
+34,905
+886% +$1.99M 0.99% 21
2024
Q3 		$210K Buy
+3,941
New +$192K 0.1% 150
2024
Q1 		– Sell
-6,675
Closed -$337K – 81
2023
Q4 		$337K Buy
+6,675
New +$341K 0.18% 82

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

Napa Wealth Management's CSCO Position: Q2 2025 in Review

Napa Wealth Management sold out of Cisco (CSCO) in Q2 2025, closing a stake of 24,097 shares — an estimated $1.49M sold.

Napa Wealth Management first reported a position in CSCO in Q4 2023 and held it in 4 quarters. The position peaked at $2.3M in Q4 2024. 3,433 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • Napa Wealth Management reported no remaining Cisco position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 24,097 Cisco shares in Q2 2025, an estimated $1.49M.
  • Napa Wealth Management first reported a position in Cisco in Q4 2023 and held it in 4 quarters.
  • Napa Wealth Management's Cisco position peaked at $2.3M in Q4 2024.
  • 3,433 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.