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Steadfast Capital Management’s Cisco CSCO Stock Holding History

Steadfast 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
2026
Q2 		$25.8M Sell
219,827
-1,054,600
-83% -$110M 0.79% 39
2026
Q1 		$98.9M Sell
1,274,427
-664,100
-34% -$52M 3.38% 7
2025
Q4 		$149M Buy
+1,938,527
New +$144M 2.56% 13

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

Steadfast Capital Management's CSCO Position: Q2 2026 in Review

Steadfast Capital Management reduced its Cisco (CSCO) stake by 83% in Q2 2026, selling an estimated $110M and leaving 219,827 shares worth $25.8M. The position accounts for 0.79% of the portfolio, ranked #39.

Steadfast Capital Management first reported a position in CSCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $149M in Q4 2025. 4,083 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Steadfast Capital Management held 219,827 shares of Cisco worth $25.8M as of Q2 2026.
  • Steadfast Capital Management sold 1,054,600 Cisco shares in Q2 2026, an estimated $110M.
  • Cisco made up 0.79% of Steadfast Capital Management's portfolio in Q2 2026, its #39 holding.
  • Steadfast Capital Management first reported a position in Cisco in Q4 2025 and has held it in 3 quarters since.
  • Steadfast Capital Management's Cisco position peaked at $149M in Q4 2025.
  • 4,083 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Steadfast Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.