Rheos Capital Works’s Cisco CSCO Stock Holding History

Rheos Capital Works’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	$20M	Buy	170,000 +15,000	+10%	+$1.57M	1.14%	38
2026 Q1	$12M	Hold	155,000	–	–	0.8%	48
2025 Q4	$11.9M	Sell	155,000 -170,000	-52%	-$12.6M	0.77%	43
2025 Q3	$22.2M	Sell	325,000 -100,000	-24%	-$6.82M	1.24%	35
2025 Q2	$29.5M	Buy	425,000 +100,000	+31%	+$6.15M	1.7%	18
2025 Q1	$20.1M	Sell	325,000 -120,000	-27%	-$7.39M	1.63%	23
2024 Q4	$26.3M	Hold	445,000	–	–	1.46%	20
2024 Q3	$23.7M	Buy	+445,000	New	+$21.6M	1.24%	29
2024 Q1	–	Sell	-196,300	Closed	-$9.92M	–	100
2023 Q4	$9.92M	Hold	196,300	–	–	0.55%	66
2023 Q3	$10.6M	Buy	196,300 +121,500	+162%	+$6.56M	0.64%	49
2023 Q2	$3.87M	Hold	74,800	–	–	0.21%	85
2023 Q1	$3.91M	Buy	+74,800	New	+$3.65M	0.22%	92

Other funds holding CSCO

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Rheos Capital Works's CSCO Position: Q2 2026 in Review

Rheos Capital Works increased its Cisco (CSCO) stake by 9.7% in Q2 2026, buying an estimated $1.57M and bringing the position to 170,000 shares worth $20M. The position accounts for 1.14% of the portfolio, ranked #38.

Rheos Capital Works first reported a position in CSCO in Q1 2023 and has held it in 12 quarters since. The position peaked at $29.5M in Q2 2025. 2,910 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Rheos Capital Works held 170,000 shares of Cisco worth $20M as of Q2 2026.
Rheos Capital Works bought 15,000 Cisco shares in Q2 2026, an estimated $1.57M.
Cisco made up 1.14% of Rheos Capital Works's portfolio in Q2 2026, its #38 holding.
Rheos Capital Works first reported a position in Cisco in Q1 2023 and has held it in 12 quarters since.
Rheos Capital Works's Cisco position peaked at $29.5M in Q2 2025.
2,910 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.