Two Point Capital Management’s Cisco CSCO Stock Holding History

Two Point 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 Q3	$14.4M	Sell	134,017 -3,149	-2%	-$355K	6.48%	5
2026 Q2	$16.1M	Sell	137,166 -328	-0.2%	-$34.3K	6.49%	6
2026 Q1	$10.7M	Sell	137,494 -1,965	-1%	-$154K	4.66%	8
2025 Q4	$10.7M	Sell	139,459 -1,101	-0.8%	-$81.7K	4.35%	9
2025 Q3	$9.6M	Sell	140,560 -2,318	-2%	-$158K	3.87%	10
2025 Q2	$9.9M	Buy	+142,878	New	+$8.78M	4.22%	12
2024 Q4	$10.4M	Sell	170,533 -2,343	-1%	-$134K	3.72%	14
2024 Q3	$9.2M	Sell	172,876 -1,415	-0.8%	-$68.8K	3.36%	13
2024 Q2	$8.28M	Buy	174,291 +430	+0.2%	+$20.4K	3.33%	13
2024 Q1	$8.68M	Buy	173,861 +760	+0.4%	+$37.9K	3.57%	14
2023 Q4	$8.75M	Buy	173,101 +7,700	+5%	+$393K	3.99%	11
2023 Q3	$8.89M	Buy	165,401 +902	+0.5%	+$48.7K	4.9%	9
2023 Q2	$8.51M	Buy	164,499 +999	+0.6%	+$49.1K	4.44%	11
2023 Q1	$8.55M	Buy	163,500 +373	+0.2%	+$18.2K	5.03%	9
2022 Q4	$7.77M	Buy	+163,127	New	+$7.42M	5.01%	9

Other funds holding CSCO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Two Point Capital Management's CSCO Position: Q3 2026 in Review

Two Point Capital Management reduced its Cisco (CSCO) stake by 2.3% in Q3 2026, selling an estimated $355K and leaving 134,017 shares worth $14.4M. The position accounts for 6.48% of the portfolio, ranked #5.

Two Point Capital Management first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.1M in Q2 2026. 985 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

Two Point Capital Management held 134,017 shares of Cisco worth $14.4M as of Q3 2026.
Two Point Capital Management sold 3,149 Cisco shares in Q3 2026, an estimated $355K.
Cisco made up 6.48% of Two Point Capital Management's portfolio in Q3 2026, its #5 holding.
Two Point Capital Management first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
Two Point Capital Management's Cisco position peaked at $16.1M in Q2 2026.
985 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Two Point Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.