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Heartwood Wealth Advisors’s Cisco CSCO Stock Holding History

Heartwood Wealth Advisors’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 		$844K Buy
7,185
+10
+0.1% +$1.05K 0.07% 113
2026
Q1 		$557K Sell
7,175
-45
-0.6% -$3.52K 0.05% 128
2025
Q4 		$556K Sell
7,220
-17,243
-70% -$1.28M 0.05% 113
2025
Q3 		$1.67M Buy
24,463
+1,058
+5% +$72.1K 0.16% 59
2025
Q2 		$1.62M Buy
23,405
+1,473
+7% +$90.5K 0.17% 55
2025
Q1 		$1.35M Sell
21,932
-1,146
-5% -$70.6K 0.15% 59
2024
Q4 		$1.37M Buy
23,078
+28
+0.1% +$1.6K 0.15% 49
2024
Q3 		$1.23M Buy
23,050
+665
+3% +$32.3K 0.14% 56
2024
Q2 		$1.06M Buy
22,385
+2,550
+13% +$121K 0.13% 59
2024
Q1 		$990K Buy
19,835
+1,519
+8% +$75.8K 0.12% 57
2023
Q4 		$925K Buy
18,316
+74
+0.4% +$3.78K 0.12% 53
2023
Q3 		$981K Sell
18,242
-1,435
-7% -$77.4K 0.14% 48
2023
Q2 		$1.02M Buy
19,677
+161
+0.8% +$7.92K 0.14% 49
2023
Q1 		$1.02M Buy
+19,516
New +$953K 0.15% 46
2022
Q1 		– Sell
-6,997
Closed -$443K – 122
2021
Q4 		$443K Buy
6,997
+487
+7% +$27.8K 0.07% 68
2021
Q3 		$354K Buy
6,510
+249
+4% +$14K 0.06% 74
2021
Q2 		$332K Buy
+6,261
New +$329K 0.05% 75

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

Heartwood Wealth Advisors's CSCO Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Cisco (CSCO) stake by 0.14% in Q2 2026, buying an estimated $1.05K and bringing the position to 7,185 shares worth $844K. The position accounts for 0.07% of the portfolio, ranked #113.

Heartwood Wealth Advisors first reported a position in CSCO in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.67M in Q3 2025. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Heartwood Wealth Advisors held 7,185 shares of Cisco worth $844K as of Q2 2026.
  • Heartwood Wealth Advisors bought 10 Cisco shares in Q2 2026, an estimated $1.05K.
  • Cisco made up 0.07% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Heartwood Wealth Advisors first reported a position in Cisco in Q2 2021 and has held it in 17 quarters since.
  • Heartwood Wealth Advisors's Cisco position peaked at $1.67M in Q3 2025.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.