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North Point Portfolio Managers’s Cisco CSCO Stock Holding History

North Point Portfolio Managers’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
Q2 		$277K Buy
+2,355
New +$246K 0.05% 67
2024
Q4 		– Sell
-4,695
Closed -$250K – 73
2024
Q3 		$250K Buy
+4,695
New +$228K 0.04% 79

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

North Point Portfolio Managers's CSCO Position: Q2 2026 in Review

North Point Portfolio Managers opened a new position in Cisco (CSCO) in Q2 2026: 2,355 shares worth $277K. The stake represents 0.05% of the portfolio and ranks #67 among its holdings. This is a return to the name: North Point Portfolio Managers previously reported a position in CSCO as recently as Q3 2024.

North Point Portfolio Managers first reported a position in CSCO in Q3 2024 and has held it in 2 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • North Point Portfolio Managers held 2,355 shares of Cisco worth $277K as of Q2 2026.
  • Cisco was a new North Point Portfolio Managers position in Q2 2026.
  • Cisco made up 0.05% of North Point Portfolio Managers's portfolio in Q2 2026, its #67 holding.
  • North Point Portfolio Managers first reported a position in Cisco in Q3 2024 and has held it in 2 quarters since.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.