HOWA
CSCO icon

Heritage Oak Wealth Advisors’s Cisco CSCO Stock Holding History

Heritage Oak 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 		$308K Sell
2,620
-105
-4% -$11K 0.09% 75
2026
Q1 		$211K Buy
+2,725
New +$213K 0.07% 69
2025
Q1 		– Sell
-3,680
Closed -$218K – 72
2024
Q4 		$218K Sell
3,680
-180
-5% -$10.3K 0.1% 68
2024
Q3 		$205K Buy
+3,860
New +$188K 0.09% 144

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Heritage Oak Wealth Advisors's CSCO Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Cisco (CSCO) stake by 3.9% in Q2 2026, selling an estimated $11K and leaving 2,620 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #75.

Heritage Oak Wealth Advisors first reported a position in CSCO in Q3 2024 and has held it in 4 quarters since. 1,420 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Heritage Oak Wealth Advisors held 2,620 shares of Cisco worth $308K as of Q2 2026.
  • Heritage Oak Wealth Advisors sold 105 Cisco shares in Q2 2026, an estimated $11K.
  • Cisco made up 0.09% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Heritage Oak Wealth Advisors first reported a position in Cisco in Q3 2024 and has held it in 4 quarters since.
  • 1,420 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.