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PFG Private Wealth Management’s Cisco CSCO Stock Holding History

PFG Private 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
-208
Closed -$12.8K – 95
2025
Q1 		$12.8K Buy
208
+158
+316% +$9.73K 0.01% 137
2024
Q4 		$2.96K Hold
50
– – ﹤0.01% 184
2024
Q3 		$2.66K Hold
50
– – ﹤0.01% 194
2024
Q2 		$2.38K Hold
50
– – ﹤0.01% 196
2024
Q1 		$2.5K Sell
50
-203
-80% -$10.1K ﹤0.01% 186
2023
Q4 		$12.8K Sell
253
-461
-65% -$23.6K 0.01% 118
2023
Q3 		$38.4K Sell
714
-1,401
-66% -$75.6K 0.03% 101
2023
Q2 		$109K Buy
2,115
+8
+0.4% +$394 0.06% 91
2023
Q1 		$110K Buy
2,107
+74
+4% +$3.61K 0.07% 86
2022
Q4 		$97K Sell
2,033
-20
-1% -$910 0.06% 88
2022
Q3 		$82K Hold
2,053
– – 0.05% 99
2022
Q2 		$88K Buy
2,053
+11
+0.5% +$527 0.05% 116
2022
Q1 		$114K Buy
2,042
+1,880
+1,160% +$106K 0.06% 95
2021
Q4 		$10K Hold
162
– – 0.01% 197
2021
Q3 		$9K Buy
+162
New +$9.09K 0.01% 197

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

PFG Private Wealth Management's CSCO Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Cisco (CSCO) in Q2 2025, closing a stake of 208 shares — an estimated $12.8K sold.

PFG Private Wealth Management first reported a position in CSCO in Q3 2021 and held it in 15 quarters. The position peaked at $114K in Q1 2022. 3,431 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Cisco position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 208 Cisco shares in Q2 2025, an estimated $12.8K.
  • PFG Private Wealth Management first reported a position in Cisco in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's Cisco position peaked at $114K in Q1 2022.
  • 3,431 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.