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 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	$9.62M	Sell	140,560 -2,318	-2%	-$158K	3.87%	10
2025 Q2	$9.91M	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Point Capital Management's CSCO Position: Q1 2026 in Review

Two Point Capital Management reduced its Cisco (CSCO) stake by 1.4% in Q1 2026, selling an estimated $154K and leaving 137,494 shares worth $10.7M. The position accounts for 4.66% of the portfolio, ranked #8.

Two Point Capital Management first reported a position in CSCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.7M in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Two Point Capital Management held 137,494 shares of Cisco worth $10.7M as of Q1 2026.
Two Point Capital Management sold 1,965 Cisco shares in Q1 2026, an estimated $154K.
Cisco made up 4.66% of Two Point Capital Management's portfolio in Q1 2026, its #8 holding.
Two Point Capital Management first reported a position in Cisco in Q4 2022 and has held it in 13 quarters since.
Two Point Capital Management's Cisco position peaked at $10.7M in Q4 2025.
3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.