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Principia Wealth Advisory’s Cisco CSCO Stock Holding History

Principia Wealth Advisory’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 		$18K Sell
234
-521
-69% -$38.7K 0.01% 160
2025
Q3 		$51.7K Buy
755
+569
+306% +$38.8K 0.04% 118
2025
Q2 		$12.9K Sell
186
-5
-3% -$307 0.01% 153
2025
Q1 		$11.1K Buy
191
+88
+85% +$5.42K 0.01% 127
2024
Q4 		$6.1K Buy
+103
New +$5.88K 0.01% 139

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principia Wealth Advisory's CSCO Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Cisco (CSCO) stake by 69% in Q4 2025, selling an estimated $38.7K and leaving 234 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #160.

Principia Wealth Advisory first reported a position in CSCO in Q4 2024 and has held it in 5 quarters since. The position peaked at $51.7K in Q3 2025. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

  • Principia Wealth Advisory held 234 shares of Cisco worth $18K as of Q4 2025.
  • Principia Wealth Advisory sold 521 Cisco shares in Q4 2025, an estimated $38.7K.
  • Cisco made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #160 holding.
  • Principia Wealth Advisory first reported a position in Cisco in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Cisco position peaked at $51.7K in Q3 2025.
  • 3,718 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.