Heritage Investment Group’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$679K Buy
5,783
+1,150
+25% +$120K 0.09% 68
2026
Q1
$359K Hold
4,633
– – 0.05% 89
2025
Q4
$357K Buy
4,633
+512
+12% +$38K 0.05% 91
2025
Q3
$282K Hold
4,121
– – 0.05% 96
2025
Q2
$286K Hold
4,121
– – 0.05% 95
2025
Q1
$254K Buy
4,121
+45
+1% +$2.77K 0.05% 95
2024
Q4
$241K Buy
+4,076
New +$233K 0.05% 93
2022
Q2
– Sell
-4,081
Closed -$228K – 81
2022
Q1
$228K Buy
4,081
+500
+14% +$28.3K 0.16% 79
2021
Q4
$227K Buy
+3,581
New +$205K 0.18% 71

Other funds holding CSCO

Heritage Investment Group's CSCO Position: Q2 2026 in Review

Heritage Investment Group increased its Cisco (CSCO) stake by 25% in Q2 2026, buying an estimated $120K and bringing the position to 5,783 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #68.

Heritage Investment Group first reported a position in CSCO in Q4 2021 and has held it in 9 quarters since. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Heritage Investment Group held 5,783 shares of Cisco worth $679K as of Q2 2026.
  • Heritage Investment Group bought 1,150 Cisco shares in Q2 2026, an estimated $120K.
  • Cisco made up 0.09% of Heritage Investment Group's portfolio in Q2 2026, its #68 holding.
  • Heritage Investment Group first reported a position in Cisco in Q4 2021 and has held it in 9 quarters since.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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