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OneAscent Wealth Management’s Cisco CSCO Stock Holding History

OneAscent Wealth 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
Q2 		$255K Buy
+2,173
New +$227K 0.08% 142
2024
Q4 		– Sell
-3,904
Closed -$208K – 165
2024
Q3 		$208K Sell
3,904
-452
-10% -$22K 0.08% 172
2024
Q2 		$207K Sell
4,356
-14
-0.3% -$665 0.11% 95
2024
Q1 		$218K Buy
4,370
+371
+9% +$18.5K 0.08% 159
2023
Q4 		$202K Buy
3,999
+283
+8% +$14.5K 0.08% 166
2023
Q3 		$200K Sell
3,716
-825
-18% -$44.5K 0.09% 157
2023
Q2 		$235K Sell
4,541
-1,918
-30% -$94.3K 0.11% 85
2023
Q1 		$338K Sell
6,459
-399
-6% -$19.5K 0.13% 106
2022
Q4 		$327K Buy
6,858
+279
+4% +$12.7K 0.15% 97
2022
Q3 		$263K Buy
6,579
+383
+6% +$17K 0.14% 101
2022
Q2 		$264K Sell
6,196
-76
-1% -$3.64K 0.13% 132
2022
Q1 		$350K Buy
6,272
+256
+4% +$14.5K 0.17% 125
2021
Q4 		$381K Sell
6,016
-5,252
-47% -$300K 0.95% 43
2021
Q3 		$613K Buy
+11,268
New +$632K 0.7% 21

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OneAscent Wealth Management's CSCO Position: Q2 2026 in Review

OneAscent Wealth Management opened a new position in Cisco (CSCO) in Q2 2026: 2,173 shares worth $255K. The stake represents 0.08% of the portfolio and ranks #142 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in CSCO as recently as Q3 2024.

OneAscent Wealth Management first reported a position in CSCO in Q3 2021 and has held it in 14 quarters since. The position peaked at $613K in Q3 2021. 4,080 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • OneAscent Wealth Management held 2,173 shares of Cisco worth $255K as of Q2 2026.
  • Cisco was a new OneAscent Wealth Management position in Q2 2026.
  • Cisco made up 0.08% of OneAscent Wealth Management's portfolio in Q2 2026, its #142 holding.
  • OneAscent Wealth Management first reported a position in Cisco in Q3 2021 and has held it in 14 quarters since.
  • OneAscent Wealth Management's Cisco position peaked at $613K in Q3 2021.
  • 4,080 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.