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O'Brien Wealth Partners’s Cisco CSCO Stock Holding History

O'Brien Wealth Partners’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
Q4 		$758K Hold
9,839
– – 0.1% 41
2025
Q3 		$673K Buy
9,839
+6,785
+222% +$462K 0.09% 41
2025
Q2 		$212K Buy
3,054
+2,846
+1,368% +$175K 0.03% 51
2025
Q1 		$12.8K Buy
208
+15
+8% +$923 ﹤0.01% 67
2024
Q4 		$11.4K Hold
193
– – ﹤0.01% 63
2024
Q3 		$10.3K Buy
+193
New +$9.39K ﹤0.01% 63
2018
Q4 		– Sell
-423
Closed -$21K – 85
2018
Q3 		$21K Buy
423
+238
+129% +$10.7K 0.01% 100
2018
Q2 		$8K Sell
185
-338
-65% -$14.8K 0.01% 61
2018
Q1 		$22K Buy
+523
New +$22.2K 0.02% 88

Other funds holding CSCO

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BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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