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Heritage Family Offices’s Cisco CSCO Stock Holding History

Heritage Family Offices’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 		$382K Buy
+3,255
New +$340K 0.15% 119
2024
Q3 		– Sell
-14,473
Closed -$688K – 184
2024
Q2 		$688K Buy
+14,473
New +$687K 0.38% 62

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 $3.38T AUM 44.17% 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

Heritage Family Offices's CSCO Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Cisco (CSCO) in Q2 2026: 3,255 shares worth $382K. The stake represents 0.15% of the portfolio and ranks #119 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in CSCO as recently as Q2 2024.

Heritage Family Offices first reported a position in CSCO in Q2 2024 and has held it in 2 quarters since. The position peaked at $688K in Q2 2024. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Heritage Family Offices held 3,255 shares of Cisco worth $382K as of Q2 2026.
  • Cisco was a new Heritage Family Offices position in Q2 2026.
  • Cisco made up 0.15% of Heritage Family Offices's portfolio in Q2 2026, its #119 holding.
  • Heritage Family Offices first reported a position in Cisco in Q2 2024 and has held it in 2 quarters since.
  • Heritage Family Offices's Cisco position peaked at $688K in Q2 2024.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.