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Heritage Financial Services’s Cisco CSCO Stock Holding History

Heritage Financial Services’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
2025
Q4 		$257K Sell
3,336
-765
-19% -$56.8K 0.02% 106
2025
Q3 		$281K Sell
4,101
-401
-9% -$27.3K 0.03% 107
2025
Q2 		$312K Sell
4,502
-510
-10% -$31.3K 0.03% 91
2025
Q1 		$309K Buy
5,012
+644
+15% +$39.6K 0.03% 88
2024
Q4 		$259K Sell
4,368
-468
-10% -$26.7K 0.03% 95
2024
Q3 		$257K Sell
4,836
-900
-16% -$43.8K 0.03% 90
2024
Q2 		$273K Sell
5,736
-19
-0.3% -$902 0.04% 83
2024
Q1 		$287K Sell
5,755
-452
-7% -$22.6K 0.04% 80
2023
Q4 		$314K Buy
6,207
+955
+18% +$48.8K 0.05% 74
2023
Q3 		$282K Buy
5,252
+395
+8% +$21.3K 0.06% 62
2023
Q2 		$251K Sell
4,857
-214
-4% -$10.5K 0.05% 67
2023
Q1 		$265K Sell
5,071
-620
-11% -$30.3K 0.06% 63
2022
Q4 		$271K Buy
+5,691
New +$259K 0.07% 66
2022
Q3 		– Sell
-4,729
Closed -$201K – 148
2022
Q2 		$201K Sell
4,729
-148
-3% -$7.08K 0.11% 64
2022
Q1 		$271K Buy
4,877
+42
+0.9% +$2.38K 0.18% 61
2021
Q4 		$306K Buy
+4,835
New +$276K 0.24% 60

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Financial Services's CSCO Position: Q4 2025 in Review

Heritage Financial Services reduced its Cisco (CSCO) stake by 19% in Q4 2025, selling an estimated $56.8K and leaving 3,336 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #106.

Heritage Financial Services first reported a position in CSCO in Q4 2021 and has held it in 16 quarters since. The position peaked at $314K in Q4 2023. 3,707 funds tracked by Wall St. Rank hold CSCO as of Q4 2025.

  • Heritage Financial Services held 3,336 shares of Cisco worth $257K as of Q4 2025.
  • Heritage Financial Services sold 765 Cisco shares in Q4 2025, an estimated $56.8K.
  • Cisco made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #106 holding.
  • Heritage Financial Services first reported a position in Cisco in Q4 2021 and has held it in 16 quarters since.
  • Heritage Financial Services's Cisco position peaked at $314K in Q4 2023.
  • 3,707 funds tracked by Wall St. Rank held Cisco as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.