WT Wealth Management’s Cisco CSCO Stock Holding History

WT 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
2026 Q1	$622K	Sell	8,015 -158	-2%	-$12.4K	0.18%	88
2025 Q4	$630K	Sell	8,173 -502	-6%	-$37.2K	0.18%	86
2025 Q3	$594K	Buy	8,675 +47	+0.5%	+$3.2K	0.17%	85
2025 Q2	$599K	Buy	8,628 +166	+2%	+$10.2K	0.18%	88
2025 Q1	$522K	Sell	8,462 -298	-3%	-$18.3K	0.17%	84
2024 Q4	$519K	Buy	8,760 +3,270	+60%	+$187K	0.16%	84
2024 Q3	$312K	Sell	5,490 -100	-2%	-$4.86K	0.1%	107
2024 Q2	$266K	Sell	5,590 -89	-2%	-$4.23K	0.09%	100
2024 Q1	$283K	Buy	5,679 +89	+2%	+$4.44K	0.1%	96
2023 Q4	$282K	Buy	5,590 +100	+2%	+$5.11K	0.11%	92
2023 Q3	$295K	Hold	5,490	–	–	0.13%	90
2023 Q2	$284K	Buy	5,490 +200	+4%	+$9.84K	0.12%	93
2023 Q1	$277K	Buy	+5,290	New	+$258K	0.12%	97
2022 Q2	–	Sell	-3,855	Closed	-$215K	–	107
2022 Q1	$215K	Hold	3,855	–	–	0.08%	113
2021 Q4	$244K	Buy	+3,855	New	+$220K	0.09%	114
2020 Q1	–	Sell	-6,020	Closed	-$288K	–	68
2019 Q4	$288K	Sell	6,020 -700	-10%	-$32.5K	0.22%	75
2019 Q3	$332K	Buy	+6,720	New	+$349K	0.29%	62

Other funds holding CSCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return