W ADVISORS, LLC CSCO CISCO SYS INC

Ownership history in W ADVISORS, LLC  ·  16 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported CISCO SYS INC (CSCO) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.5% in 2026 Q2. The latest visible filing shows CSCO at 0.50% 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 W ADVISORS, 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 Q2

CSCO was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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.

How W ADVISORS, 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 9,424 -1,535 -14.0% 0.50% $1.1M 2026-07-31 $115.99
2026 Q1 REDUCED 10,959 -25 -0.2% 0.44% $850K 2026-04-29 $89.24
2025 Q4 ADDED 10,984 +1 +0.0% 0.43% $846K 2026-02-13 $76.15
2025 Q3 ADDED 10,983 +161 +1.5% 0.40% $751K 2025-11-14 $76.88
2025 Q2 REDUCED 10,822 -365 -3.3% 0.43% $751K 2025-08-07 $68.48
2025 Q1 ADDED 11,187 +412 +3.8% 0.43% $690K 2025-05-13 $60.16
2024 Q4 REDUCED 10,775 -107 -1.0% 0.39% $638K 2025-01-22 $59.62
2024 Q3 ADDED 10,882 +149 +1.4% 0.36% $579K 2024-10-28 $53.12
2024 Q2 ADDED 10,733 +91 +0.9% 0.33% $510K 2024-08-06 $43.06
2024 Q1 ADDED 10,642 +62 +0.6% 0.36% $531K 2024-04-25 $45.48
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning CSCO?

W ADVISORS, LLC reported CSCO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CSCO position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for CSCO was 0.50% in 2026 Q2.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q2, when W ADVISORS, LLC reported 9,424 shares, equal to 0.50% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CSCO ownership page compare?

The chart compares W ADVISORS, 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 W ADVISORS, LLC time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, W ADVISORS, LLC correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on CSCO relative to SPY over the holding period was +10.0%.

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