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North Ridge Wealth Advisors’s Cisco CSCO Stock Holding History

North Ridge Wealth Advisors’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
-75
Closed -$5.2K – 188
2025
Q2 		$5.2K Hold
75
– – ﹤0.01% 134
2025
Q1 		$4.63K Hold
75
– – ﹤0.01% 128
2024
Q4 		$4.44K Buy
+75
New +$4.28K ﹤0.01% 131

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 $3.37T AUM 44.26% 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

North Ridge Wealth Advisors's CSCO Position: Q3 2025 in Review

North Ridge Wealth Advisors sold out of Cisco (CSCO) in Q3 2025, closing a stake of 75 shares — an estimated $5.2K sold.

North Ridge Wealth Advisors first reported a position in CSCO in Q4 2024 and held it in 3 quarters. The position peaked at $5.2K in Q2 2025. 3,455 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • North Ridge Wealth Advisors reported no remaining Cisco position as of Q3 2025 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 75 Cisco shares in Q3 2025, an estimated $5.2K.
  • North Ridge Wealth Advisors first reported a position in Cisco in Q4 2024 and held it in 3 quarters.
  • North Ridge Wealth Advisors's Cisco position peaked at $5.2K in Q2 2025.
  • 3,455 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.