Strategic Wealth Investment Group’s Cisco CSCO Stock Holding History

Strategic Wealth Investment Group’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	–	Sell	-13,103	Closed	-$776K	–	63
2024 Q4	$776K	Sell	13,103 -4,796	-27%	-$274K	0.09%	79
2024 Q3	$944K	Sell	17,899 -102,877	-85%	-$5M	0.1%	80
2024 Q2	$5.74M	Buy	+120,776	New	+$5.73M	0.73%	54
2023 Q4	$6.71M	Buy	132,778 +6,414	+5%	+$328K	1.01%	32
2023 Q3	$6.79M	Buy	126,364 +3,839	+3%	+$207K	1.23%	28
2023 Q2	$6.34M	Buy	122,525 +15,916	+15%	+$783K	1.01%	29
2023 Q1	$5.57M	Buy	106,609 +18,045	+20%	+$881K	1.03%	30
2022 Q4	$4.15M	Buy	88,564 +15,764	+22%	+$718K	0.96%	33
2022 Q3	$2.91M	Buy	72,800 +7,757	+12%	+$344K	0.84%	36
2022 Q2	$2.77M	Buy	65,043 +27,228	+72%	+$1.3M	0.69%	44
2022 Q1	$2.11M	Buy	37,815 +10,147	+37%	+$574K	0.5%	45
2021 Q4	$1.75M	Buy	27,668 +10,359	+60%	+$592K	0.46%	45
2021 Q3	$940K	Buy	17,309 +13,193	+321%	+$740K	0.28%	50
2021 Q2	$218K	Buy	+4,116	New	+$217K	0.08%	75

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Strategic Wealth Investment Group's CSCO Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of Cisco (CSCO) in Q1 2025, closing a stake of 13,103 shares — an estimated $776K sold.

Strategic Wealth Investment Group first reported a position in CSCO in Q2 2021 and held it in 14 quarters. The position peaked at $6.79M in Q3 2023. 3,372 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

Strategic Wealth Investment Group reported no remaining Cisco position as of Q1 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 13,103 Cisco shares in Q1 2025, an estimated $776K.
Strategic Wealth Investment Group first reported a position in Cisco in Q2 2021 and held it in 14 quarters.
Strategic Wealth Investment Group's Cisco position peaked at $6.79M in Q3 2023.
3,372 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.