TwinBeech Capital’s Cisco CSCO Stock Holding History

TwinBeech Capital’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	$256K	Sell	2,177 -14,628	-87%	-$1.53M	0.05%	313
2026 Q1	$1.3M	Buy	+16,805	New	+$1.32M	0.14%	209
2025 Q4	–	Sell	-4,967	Closed	-$340K	–	640
2025 Q3	$340K	Buy	+4,967	New	+$339K	0.01%	448
2024 Q1	–	Sell	-304,985	Closed	-$15.4M	–	604
2023 Q4	$15.4M	Sell	304,985 -197,283	-39%	-$10.1M	0.25%	117
2023 Q3	$27M	Buy	+502,268	New	+$27.1M	0.52%	47
2023 Q1	–	Sell	-6,283	Closed	-$299K	–	666
2022 Q4	$299K	Buy	+6,283	New	+$286K	0.01%	632
2022 Q2	–	Sell	-321,001	Closed	-$17.9M	–	542
2022 Q1	$17.9M	Buy	+321,001	New	+$18.2M	0.79%	33
2021 Q3	–	Sell	-7,193	Closed	-$381K	–	612
2021 Q2	$381K	Buy	+7,193	New	+$378K	0.05%	341
2021 Q1	–	Sell	-39,606	Closed	-$1.77M	–	486
2020 Q4	$1.77M	Buy	+39,606	New	+$1.63M	0.29%	114

Other funds holding CSCO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TwinBeech Capital's CSCO Position: Q2 2026 in Review

TwinBeech Capital reduced its Cisco (CSCO) stake by 87% in Q2 2026, selling an estimated $1.53M and leaving 2,177 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #313.

TwinBeech Capital first reported a position in CSCO in Q4 2020 and has held it in 9 quarters since. The position peaked at $27M in Q3 2023. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

TwinBeech Capital held 2,177 shares of Cisco worth $256K as of Q2 2026.
TwinBeech Capital sold 14,628 Cisco shares in Q2 2026, an estimated $1.53M.
Cisco made up 0.05% of TwinBeech Capital's portfolio in Q2 2026, its #313 holding.
TwinBeech Capital first reported a position in Cisco in Q4 2020 and has held it in 9 quarters since.
TwinBeech Capital's Cisco position peaked at $27M in Q3 2023.
4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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