Arkadios Wealth Advisors CSCO — CISCO SYS INC COM

Ownership history in Arkadios Wealth Advisors  ·  32 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported CISCO SYS INC COM (CSCO) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.37% in 2026 Q2. The latest visible filing shows CSCO at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in CISCO SYS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CSCO was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSCO stock page Arkadios Wealth Advisors fund profile Arkadios Wealth Advisors full holdings
How Arkadios Wealth Advisors held CSCO — position size vs. price
% of Fund (quarterly)    CSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 15 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 208,789 +208,489 +69496.3% 0.37% $24.5M 2026-08-10 $122.57
2026 Q2 REDUCED — — — 300 -219,610 -99.9% 0.00% $35K 2026-08-10 $122.57
2026 Q1 ADDED — — — 219,910 +219,610 +73203.3% 0.28% $17.1M 2026-05-18 $118.44
2026 Q1 REDUCED 99.8% +52.5% ❌ 300 -196,053 -99.8% 0.00% $23K 2026-05-18 $118.44
2025 Q4 ADDED — — — 196,353 +196,053 +65351.0% 0.29% $15.1M 2026-02-13 $76.15
2025 Q4 REDUCED 99.8% +1.3% ❌ 300 -163,153 -99.8% 0.00% $23K 2026-02-13 $76.15
2025 Q3 ADDED — — — 163,453 +163,153 +54384.3% 0.27% $11.2M 2025-10-29 $70.30
2025 Q3 REDUCED 99.8% +14.4% ❌ 300 -161,498 -99.8% 0.00% $21K 2025-10-29 $70.30
2025 Q2 ADDED — — — 161,798 +161,498 +53832.7% 0.33% $11.2M 2025-08-04 $67.10
2025 Q2 REDUCED 99.8% -1.8% ✅ 300 -131,588 -99.8% 0.00% $21K 2025-08-04 $67.10
2025 Q1 ADDED — — — 131,888 +32,505 +32.7% 0.31% $8.1M 2025-05-08 $58.15
2024 Q4 REDUCED — — — 99,383 -1,984 -2.0% 0.32% $5.9M 2025-01-15 $58.02
2024 Q3 REDUCED 6.4% +12.1% ❌ 101,367 -6,880 -6.4% 0.31% $5.4M 2024-10-24 $53.77
2024 Q2 ADDED — — — 108,247 +32,771 +43.4% 0.35% $5.1M 2024-07-29 $45.76
2024 Q1 ADDED — — — 75,476 +740 +1.0% 0.29% $3.8M 2024-04-30 $44.42
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSCO

As of 2026 Q2 — sorted by position size

Harold Davidson & Associates Inc. 14.29% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 7.82% CFC Planning Co LLC 7.71% Two Point Capital Management, Inc. 3Y 6.49% Harbor Island Capital LLC 3Y 7Y 6.44% Nexus Investment Management ULC 3Y 7Y 6.39% New Paradigm Capital Management, LLC 6.28% Sara-Bay Financial 3Y 5.96% CINCINNATI FINANCIAL CORP 3Y 7Y 5.72% Orca Wealth Management, LLC 5.62%

FAQ About Arkadios Wealth Advisors and CSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning CSCO?

Arkadios Wealth Advisors reported CSCO across 15 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CSCO position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for CSCO was 0.37% in 2026 Q2.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q2, when Arkadios Wealth Advisors reported 208,789 shares, equal to 0.37% of portfolio, with an estimated market value of $24.5M.

What does the chart on this CSCO ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly CSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkadios Wealth Advisors time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, Arkadios Wealth Advisors correctly timed 22 out of 31 reported position changes (71%). The annualised alpha on CSCO relative to SPY over the holding period was +3.6%.

← Back to Arkadios Wealth Advisors Holdings