WS
CSCO icon

Wela Strategies’s Cisco CSCO Stock Holding History

Wela Strategies’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 		$841K Buy
12,295
+1,451
+13% +$98.9K 0.32% 24
2025
Q2 		$752K Buy
10,844
+565
+5% +$34.7K 0.3% 25
2025
Q1 		$634K Buy
+10,279
New +$633K 0.27% 28
2024
Q4 		– Sell
-9,212
Closed -$490K – 58
2024
Q3 		$490K Buy
9,212
+387
+4% +$18.8K 0.21% 31
2024
Q2 		$419K Buy
8,825
+334
+4% +$15.9K 0.2% 37
2024
Q1 		$424K Buy
8,491
+1,302
+18% +$65K 0.2% 38
2023
Q4 		$363K Buy
7,189
+754
+12% +$38.5K 0.2% 39
2023
Q3 		$346K Sell
6,435
-1,317
-17% -$71.1K 0.21% 39
2023
Q2 		$401K Buy
7,752
+26
+0.3% +$1.28K 0.31% 28
2023
Q1 		$404K Buy
7,726
+76
+1% +$3.71K 0.22% 33
2022
Q4 		$364K Buy
7,650
+581
+8% +$26.4K 0.2% 35
2022
Q3 		$283K Buy
7,069
+1,873
+36% +$83.1K 0.19% 37
2022
Q2 		$222K Buy
5,196
+242
+5% +$11.6K 0.13% 41
2022
Q1 		$276K Sell
4,954
-522
-10% -$29.5K 0.14% 39
2021
Q4 		$347K Buy
5,476
+157
+3% +$8.97K 0.17% 32
2021
Q3 		$290K Sell
5,319
-639
-11% -$35.9K 0.15% 34
2021
Q2 		$316K Buy
5,958
+135
+2% +$7.1K 0.13% 33
2021
Q1 		$301K Sell
5,823
-510
-8% -$23.9K 0.16% 32
2020
Q4 		$283K Buy
6,333
+947
+18% +$38.9K 0.16% 33
2020
Q3 		$212K Buy
+5,386
New +$235K 0.14% 38

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wela Strategies's CSCO Position: Q3 2025 in Review

Wela Strategies increased its Cisco (CSCO) stake by 13% in Q3 2025, buying an estimated $98.9K and bringing the position to 12,295 shares worth $841K. The position accounts for 0.32% of the portfolio, ranked #24.

Wela Strategies first reported a position in CSCO in Q3 2020 and has held it in 20 quarters since. 3,454 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Wela Strategies held 12,295 shares of Cisco worth $841K as of Q3 2025.
  • Wela Strategies bought 1,451 Cisco shares in Q3 2025, an estimated $98.9K.
  • Cisco made up 0.32% of Wela Strategies's portfolio in Q3 2025, its #24 holding.
  • Wela Strategies first reported a position in Cisco in Q3 2020 and has held it in 20 quarters since.
  • 3,454 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.