ONE WEALTH CAPITAL MANAGEMENT, LLC CSCO — CISCO SYS INC

Ownership history in ONE WEALTH CAPITAL MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

ONE WEALTH CAPITAL MANAGEMENT, LLC reported CISCO SYS INC (CSCO) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.44% in 2026 Q3. The latest visible filing shows CSCO at 0.44% 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.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ONE WEALTH CAPITAL MANAGEMENT, LLC's position in CISCO SYS INC, 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 Q3

CSCO was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q3

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 ONE WEALTH CAPITAL MANAGEMENT, LLC fund profile ONE WEALTH CAPITAL MANAGEMENT, LLC full holdings
How ONE WEALTH CAPITAL MANAGEMENT, LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,007 +5,434 +97.5% 0.44% $1.2M 2026-10-23 $106.50
2026 Q2 REDUCED 12.7% -8.8% ✅ 5,573 -813 -12.7% 0.18% $655K 2026-07-24 $113.73
2026 Q1 REDUCED — — — 6,386 -125 -1.9% 0.24% $555K 2026-05-04 $91.93
2025 Q4 INITIATED — — — 6,511 — — 0.21% $502K 2026-02-18 $77.17

🏢 Other funds also holding CSCO

As of 2026 Q3 — sorted by position size

Harbor Island Capital LLC 3Y 7Y 6.76% Two Point Capital Management, Inc. 3Y 6.48% Sara-Bay Financial 3Y 5.33% Orca Wealth Management, LLC 5.1% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 4.55% Westchester Capital Management, Inc. 3Y 7Y 4.5% F&V Capital Management, LLC 3Y 7Y 4.46% M. Kraus & Co 3Y 7Y 4.38% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 4.13% Crescent Sterling, Ltd. 3Y 4.06%

FAQ About ONE WEALTH CAPITAL MANAGEMENT, LLC and CSCO

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

How long has ONE WEALTH CAPITAL MANAGEMENT, LLC reported owning CSCO?

ONE WEALTH CAPITAL MANAGEMENT, LLC reported CSCO across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported CSCO position in ONE WEALTH CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CSCO was 0.44% in 2026 Q3.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q3, when ONE WEALTH CAPITAL MANAGEMENT, LLC reported 11,007 shares, equal to 0.44% of portfolio, with an estimated market value of $1.2M.

What does the chart on this CSCO ownership page compare?

The chart compares ONE WEALTH CAPITAL MANAGEMENT, LLC'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 ONE WEALTH CAPITAL MANAGEMENT, LLC time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, ONE WEALTH CAPITAL MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CSCO relative to SPY over the holding period was +2534.2%.

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