Tolleson Wealth Management’s Cisco CSCO Stock Holding History

Tolleson 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 Q1	–	Sell	-5,519	Closed	-$327K	–	93
2024 Q4	$327K	Buy	+5,519	New	+$315K	0.07%	77

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

Tolleson Wealth Management's CSCO Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Cisco (CSCO) in Q1 2025, closing a stake of 5,519 shares — an estimated $327K sold.

Tolleson Wealth Management first reported a position in CSCO in Q4 2024 and held it in 1 quarter. The position peaked at $327K in Q4 2024. 3,373 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

Tolleson Wealth Management reported no remaining Cisco position as of Q1 2025 after selling out during the quarter.
Tolleson Wealth Management sold 5,519 Cisco shares in Q1 2025, an estimated $327K.
Tolleson Wealth Management first reported a position in Cisco in Q4 2024 and held it in 1 quarter.
Tolleson Wealth Management's Cisco position peaked at $327K in Q4 2024.
3,373 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.