Wade Financial Advisory’s Cisco CSCO Stock Holding History

Wade Financial 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 Q1	$554K	Sell	8,973 -283	-3%	-$17.4K	0.19%	49
2024 Q4	$548K	Hold	9,256	–	–	0.19%	49
2024 Q3	$493K	Hold	9,256	–	–	0.17%	54
2024 Q2	$440K	Hold	9,256	–	–	0.16%	55
2024 Q1	$462K	Hold	9,256	–	–	0.17%	54
2023 Q4	$468K	Sell	9,256 -763	-8%	-$39K	0.18%	55
2023 Q3	$539K	Sell	10,019 -565	-5%	-$30.5K	0.23%	47
2023 Q2	$548K	Hold	10,584	–	–	0.22%	49
2023 Q1	$553K	Sell	10,584 -100	-0.9%	-$4.88K	0.23%	47
2022 Q4	$509K	Sell	10,684 -100	-0.9%	-$4.55K	0.23%	51
2022 Q3	$431K	Sell	10,784 -133	-1%	-$5.9K	0.22%	55
2022 Q2	$466K	Sell	10,917 -100	-0.9%	-$4.79K	0.22%	55
2022 Q1	$614K	Sell	11,017 -5,841	-35%	-$331K	0.26%	52
2021 Q4	$1.07M	Hold	16,858	–	–	0.56%	32
2021 Q3	$918K	Sell	16,858 -233	-1%	-$13.1K	0.52%	34
2021 Q2	$906K	Buy	17,091 +33	+0.2%	+$1.74K	0.5%	35
2021 Q1	$882K	Hold	17,058	–	–	0.56%	31
2020 Q4	$763K	Hold	17,058	–	–	0.51%	35
2020 Q3	$672K	Hold	17,058	–	–	0.53%	38
2020 Q2	$796K	Sell	17,058 -2,069	-11%	-$90.7K	0.69%	33
2020 Q1	$752K	Sell	19,127 -72	-0.4%	-$3.16K	0.75%	32
2019 Q4	$921K	Buy	+19,199	New	+$892K	0.81%	24

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

Wade Financial Advisory's CSCO Position: Q1 2025 in Review

Wade Financial Advisory reduced its Cisco (CSCO) stake by 3.1% in Q1 2025, selling an estimated $17.4K and leaving 8,973 shares worth $554K. The position accounts for 0.19% of the portfolio, ranked #49.

Wade Financial Advisory first reported a position in CSCO in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.07M in Q4 2021. 3,372 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

Wade Financial Advisory held 8,973 shares of Cisco worth $554K as of Q1 2025.
Wade Financial Advisory sold 283 Cisco shares in Q1 2025, an estimated $17.4K.
Cisco made up 0.19% of Wade Financial Advisory's portfolio in Q1 2025, its #49 holding.
Wade Financial Advisory first reported a position in Cisco in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Cisco position peaked at $1.07M in Q4 2021.
3,372 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.