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Heritage Wealth Management (California)’s Cisco CSCO Stock Holding History

Heritage Wealth Management (California)’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 		$696K Buy
5,928
+69
+1% +$7.22K 0.26% 55
2026
Q1 		$455K Sell
5,859
-59
-1% -$4.62K 0.25% 62
2025
Q4 		$456K Sell
5,918
-1,092
-16% -$81K 0.29% 58
2025
Q3 		$480K Sell
7,010
-550
-7% -$37.5K 0.32% 58
2025
Q2 		$524K Buy
7,560
+271
+4% +$16.7K 0.35% 49
2025
Q1 		$450K Sell
7,289
-213
-3% -$13.1K 0.34% 53
2024
Q4 		$444K Buy
7,502
+10
+0.1% +$571 0.32% 49
2024
Q3 		$399K Buy
7,492
+260
+4% +$12.6K 0.28% 58
2024
Q2 		$344K Sell
7,232
-885
-11% -$42K 0.25% 60
2024
Q1 		$405K Sell
8,117
-195
-2% -$9.73K 0.31% 54
2023
Q4 		$420K Buy
+8,312
New +$425K 0.34% 51

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Heritage Wealth Management (California)'s CSCO Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Cisco (CSCO) stake by 1.2% in Q2 2026, buying an estimated $7.22K and bringing the position to 5,928 shares worth $696K. The position accounts for 0.26% of the portfolio, ranked #55.

Heritage Wealth Management (California) first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Heritage Wealth Management (California) held 5,928 shares of Cisco worth $696K as of Q2 2026.
  • Heritage Wealth Management (California) bought 69 Cisco shares in Q2 2026, an estimated $7.22K.
  • Cisco made up 0.26% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #55 holding.
  • Heritage Wealth Management (California) first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.