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Schechter Investment Advisors’s Cisco CSCO Stock Holding History

Schechter Investment 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
Q1 		$2.86M Sell
46,421
-641
-1% -$39.5K 0.24% 86
2024
Q4 		$2.79M Buy
47,062
+501
+1% +$28.6K 0.21% 97
2024
Q3 		$2.48M Buy
46,561
+6,080
+15% +$296K 0.18% 100
2024
Q2 		$1.92M Sell
40,481
-8,265
-17% -$392K 0.14% 124
2024
Q1 		$2.43M Buy
48,746
+6,044
+14% +$302K 0.18% 105
2023
Q4 		$2.16M Sell
42,702
-23,946
-36% -$1.22M 0.19% 105
2023
Q3 		$3.58M Sell
66,648
-387
-0.6% -$20.9K 0.35% 51
2023
Q2 		$3.47M Buy
67,035
+997
+2% +$49K 0.31% 56
2023
Q1 		$3.45M Buy
66,038
+1,425
+2% +$69.6K 0.32% 53
2022
Q4 		$3.08M Buy
64,613
+6,102
+10% +$278K 0.28% 59
2022
Q3 		$2.34M Sell
58,511
-2,329
-4% -$103K 0.23% 72
2022
Q2 		$2.59M Sell
60,840
-1,019
-2% -$48.8K 0.25% 56
2022
Q1 		$3.45M Buy
61,859
+2,570
+4% +$145K 0.32% 44
2021
Q4 		$3.76M Buy
+59,289
New +$3.39M 0.34% 46

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

Schechter Investment Advisors's CSCO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cisco (CSCO) stake by 1.4% in Q1 2025, selling an estimated $39.5K and leaving 46,421 shares worth $2.86M. The position accounts for 0.24% of the portfolio, ranked #86.

Schechter Investment Advisors first reported a position in CSCO in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.76M in Q4 2021. 3,372 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

  • Schechter Investment Advisors held 46,421 shares of Cisco worth $2.86M as of Q1 2025.
  • Schechter Investment Advisors sold 641 Cisco shares in Q1 2025, an estimated $39.5K.
  • Cisco made up 0.24% of Schechter Investment Advisors's portfolio in Q1 2025, its #86 holding.
  • Schechter Investment Advisors first reported a position in Cisco in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Cisco position peaked at $3.76M in Q4 2021.
  • 3,372 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.