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Wealthstream Advisors’s Cisco CSCO Stock Holding History

Wealthstream 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
Q3 		$251K Buy
3,663
+509
+16% +$34.7K 0.04% 149
2025
Q2 		$219K Sell
3,154
-533
-14% -$32.8K 0.04% 155
2025
Q1 		$228K Buy
3,687
+191
+5% +$11.8K 0.04% 136
2024
Q4 		$207K Buy
+3,496
New +$200K 0.04% 146
2024
Q1 		– Sell
-6,618
Closed -$334K – 158
2023
Q4 		$334K Buy
6,618
+2,728
+70% +$139K 0.14% 90
2023
Q3 		$209K Buy
+3,890
New +$210K 0.11% 99
2023
Q2 		– Sell
-4,111
Closed -$215K – 98
2023
Q1 		$215K Buy
+4,111
New +$201K 0.13% 70

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthstream Advisors's CSCO Position: Q3 2025 in Review

Wealthstream Advisors increased its Cisco (CSCO) stake by 16% in Q3 2025, buying an estimated $34.7K and bringing the position to 3,663 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #149.

Wealthstream Advisors first reported a position in CSCO in Q1 2023 and has held it in 7 quarters since. The position peaked at $334K in Q4 2023. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Wealthstream Advisors held 3,663 shares of Cisco worth $251K as of Q3 2025.
  • Wealthstream Advisors bought 509 Cisco shares in Q3 2025, an estimated $34.7K.
  • Cisco made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #149 holding.
  • Wealthstream Advisors first reported a position in Cisco in Q1 2023 and has held it in 7 quarters since.
  • Wealthstream Advisors's Cisco position peaked at $334K in Q4 2023.
  • 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.