Heritage Wealth Advisors’s Cisco CSCO Stock Holding History

Heritage 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 Q1	$1.26M	Sell	16,272 -3,889	-19%	-$304K	0.05%	71
2025 Q4	$1.55M	Sell	20,161 -965	-5%	-$71.6K	0.06%	77
2025 Q3	$1.45M	Sell	21,126 -75	-0.4%	-$5.11K	0.06%	66
2025 Q2	$1.47M	Sell	21,201 -107	-0.5%	-$6.58K	0.07%	65
2025 Q1	$1.31M	Buy	21,308 +43	+0.2%	+$2.65K	0.07%	68
2024 Q4	$1.26M	Sell	21,265 -242	-1%	-$13.8K	0.06%	72
2024 Q3	$1.14M	Buy	21,507 +66	+0.3%	+$3.21K	0.05%	82
2024 Q2	$1.02M	Sell	21,441 -1,074	-5%	-$51K	0.05%	84
2024 Q1	$1.12M	Sell	22,515 -1,237	-5%	-$61.7K	0.05%	83
2023 Q4	$1.2M	Buy	23,752 +631	+3%	+$32.2K	0.06%	78
2023 Q3	$1.24M	Sell	23,121 -262	-1%	-$14.1K	0.07%	67
2023 Q2	$1.21M	Sell	23,383 -1,155	-5%	-$56.8K	0.06%	75
2023 Q1	$1.28M	Sell	24,538 -99	-0.4%	-$4.83K	0.07%	67
2022 Q4	$1.17M	Sell	24,637 -811	-3%	-$36.9K	0.07%	73
2022 Q3	$1.02M	Buy	25,448 +2,294	+10%	+$102K	0.07%	72
2022 Q2	$987K	Buy	23,154 +478	+2%	+$22.9K	0.07%	78
2022 Q1	$1.26M	Sell	22,676 -32,078	-59%	-$1.82M	0.07%	68
2021 Q4	$3.47M	Buy	54,754 +2,150	+4%	+$123K	0.19%	46
2021 Q3	$2.86M	Hold	52,604	–	–	0.18%	52
2021 Q2	$2.79M	Buy	52,604 +1,350	+3%	+$71K	0.17%	51
2021 Q1	$2.65M	Buy	51,254 +477	+0.9%	+$22.4K	0.16%	48
2020 Q4	$2.27M	Buy	50,777 +32,250	+174%	+$1.33M	0.14%	52
2020 Q3	$730K	Sell	18,527 -769	-4%	-$33.5K	0.09%	73
2020 Q2	$900K	Hold	19,296	–	–	0.13%	61
2020 Q1	$759K	Buy	19,296 +533	+3%	+$23.4K	0.14%	62
2019 Q4	$900K	Buy	18,763 +57	+0.3%	+$2.65K	0.12%	72
2019 Q3	$924K	Buy	18,706 +1,596	+9%	+$82.9K	0.14%	66
2019 Q2	$936K	Buy	17,110 +3,234	+23%	+$179K	0.14%	68
2019 Q1	$749K	Buy	13,876 +1,301	+10%	+$63.2K	0.12%	66
2018 Q4	$544K	Buy	12,575 +430	+4%	+$19.7K	0.11%	70
2018 Q3	$590K	Hold	12,145	–	–	0.12%	70
2018 Q2	$524K	Hold	12,145	–	–	0.2%	69
2018 Q1	$523K	Sell	12,145 -160	-1%	-$6.79K	0.22%	65
2017 Q4	$470K	Buy	12,305 +341	+3%	+$12.2K	0.2%	69
2017 Q3	$403K	Buy	11,964 +3,109	+35%	+$99K	0.2%	75
2017 Q2	$277K	Buy	8,855 +110	+1%	+$3.58K	0.14%	84
2017 Q1	$297K	Sell	8,745 -350	-4%	-$11.4K	0.16%	77
2016 Q4	$277K	Sell	9,095 -3,000	-25%	-$91.5K	0.18%	67
2016 Q3	$383K	Sell	12,095 -5,092	-30%	-$157K	0.27%	52
2016 Q2	$492K	Buy	17,187 +3,016	+21%	+$84.7K	0.33%	42
2016 Q1	$404K	Hold	14,171	–	–	0.32%	42
2015 Q4	$384K	Sell	14,171 -1,193	-8%	-$32.9K	0.32%	45
2015 Q3	$404K	Sell	15,364 -717	-4%	-$19.4K	0.35%	42
2015 Q2	$439K	Buy	16,081 +350	+2%	+$10K	0.36%	52
2015 Q1	$434K	Buy	15,731 +1,910	+14%	+$53.8K	0.36%	52
2014 Q4	$384K	Buy	+13,821	New	+$357K	0.34%	60

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's CSCO Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Cisco (CSCO) stake by 19% in Q1 2026, selling an estimated $304K and leaving 16,272 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #71.

Heritage Wealth Advisors first reported a position in CSCO in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.47M in Q4 2021. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Heritage Wealth Advisors held 16,272 shares of Cisco worth $1.26M as of Q1 2026.
Heritage Wealth Advisors sold 3,889 Cisco shares in Q1 2026, an estimated $304K.
Cisco made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Heritage Wealth Advisors first reported a position in Cisco in Q4 2014 and has held it in 46 quarters since.
Heritage Wealth Advisors's Cisco position peaked at $3.47M in Q4 2021.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.