SIMA Wealth Partners’s Cisco CSCO Stock Holding History

SIMA 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	–	Sell	-95	Closed	-$6.5K	–	135
2025 Q3	$6.5K	Buy	+95	New	+$6.48K	0.01%	131
2024 Q3	–	Sell	-72	Closed	-$3.42K	–	150
2024 Q2	$3.42K	Buy	+72	New	+$3.42K	﹤0.01%	142

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIMA Wealth Partners's CSCO Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Cisco (CSCO) in Q4 2025, closing a stake of 95 shares — an estimated $6.5K sold.

SIMA Wealth Partners first reported a position in CSCO in Q2 2024 and held it in 2 quarters. The position peaked at $6.5K in Q3 2025. 3,707 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

SIMA Wealth Partners reported no remaining Cisco position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 95 Cisco shares in Q4 2025, an estimated $6.5K.
SIMA Wealth Partners first reported a position in Cisco in Q2 2024 and held it in 2 quarters.
SIMA Wealth Partners's Cisco position peaked at $6.5K in Q3 2025.
3,707 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.