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Zynergy Retirement Planning’s Cisco CSCO Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-106
Closed -$6.28K – 47
2025
Q1 		$6.28K Hold
106
– – ﹤0.01% 93
2024
Q4 		$5.64K Hold
106
– – ﹤0.01% 87
2024
Q3 		$5.64K Hold
106
– – ﹤0.01% 87
2024
Q2 		$5.04K Buy
+106
New +$5.03K ﹤0.01% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zynergy Retirement Planning's CSCO Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Cisco (CSCO) in Q2 2025, closing a stake of 106 shares — an estimated $6.28K sold.

Zynergy Retirement Planning first reported a position in CSCO in Q2 2024 and held it in 4 quarters. The position peaked at $6.28K in Q1 2025. 3,431 funds tracked by Wall St. Rank hold CSCO as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Cisco position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 106 Cisco shares in Q2 2025, an estimated $6.28K.
  • Zynergy Retirement Planning first reported a position in Cisco in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Cisco position peaked at $6.28K in Q1 2025.
  • 3,431 funds tracked by Wall St. Rank held Cisco as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.