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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steadfast Capital Management's CSCO Position: Q1 2026 in Review

Steadfast Capital Management reduced its Cisco (CSCO) stake by 34% in Q1 2026, selling an estimated $52M and leaving 1,274,427 shares worth $98.9M. The position accounts for 3.38% of the portfolio, ranked #7.

Steadfast Capital Management first reported a position in CSCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $149M in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Steadfast Capital Management held 1,274,427 shares of Cisco worth $98.9M as of Q1 2026.
  • Steadfast Capital Management sold 664,100 Cisco shares in Q1 2026, an estimated $52M.
  • Cisco made up 3.38% of Steadfast Capital Management's portfolio in Q1 2026, its #7 holding.
  • Steadfast Capital Management first reported a position in Cisco in Q4 2025 and has held it in 2 quarters since.
  • Steadfast Capital Management's Cisco position peaked at $149M in Q4 2025.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Steadfast Capital Management's 13F filing for Q1 2026, filed 15 May 2026.