Junto Capital Management’s Cisco CSCO Stock Holding History

Junto Capital 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
2025 Q4	–	Sell	-370,914	Closed	-$25.4M	–	82
2025 Q3	$25.4M	Sell	370,914 -932,400	-72%	-$63.6M	0.52%	63
2025 Q2	$90.4M	Buy	+1,303,314	New	+$80.1M	1.88%	11

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Junto Capital Management's CSCO Position: Q4 2025 in Review

Junto Capital Management sold out of Cisco (CSCO) in Q4 2025, closing a stake of 370,914 shares — an estimated $25.4M sold.

Junto Capital Management first reported a position in CSCO in Q2 2025 and held it in 2 quarters. The position peaked at $90.4M in Q2 2025. 3,724 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

Junto Capital Management reported no remaining Cisco position as of Q4 2025 after selling out during the quarter.
Junto Capital Management sold 370,914 Cisco shares in Q4 2025, an estimated $25.4M.
Junto Capital Management first reported a position in Cisco in Q2 2025 and held it in 2 quarters.
Junto Capital Management's Cisco position peaked at $90.4M in Q2 2025.
3,724 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on Junto Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.