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

Heritage Wealth Management (Ohio)’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 		$6.39M Sell
54,397
-2,906
-5% -$304K 1.59% 9
2026
Q1 		$4.45M Sell
57,303
-665
-1% -$52.1K 2.2% 5
2025
Q4 		$4.47M Sell
57,968
-888
-2% -$65.9K 1.24% 12
2025
Q3 		$4.03M Sell
58,856
-158
-0.3% -$10.8K 1.18% 12
2025
Q2 		$4.09M Sell
59,014
-1,357
-2% -$83.4K 1.33% 12
2025
Q1 		$3.73M Sell
60,371
-469
-0.8% -$28.9K 1.27% 15
2024
Q4 		$3.6M Sell
60,840
-159
-0.3% -$9.08K 1.2% 15
2024
Q3 		$3.25M Sell
60,999
-2,323
-4% -$113K 1.06% 16
2024
Q2 		$2.95M Buy
+63,322
New +$3.01M 0.99% 20

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Heritage Wealth Management (Ohio) reduced its Cisco (CSCO) stake by 5.1% in Q2 2026, selling an estimated $304K and leaving 54,397 shares worth $6.39M. The position accounts for 1.59% of the portfolio, ranked #9.

Heritage Wealth Management (Ohio) first reported a position in CSCO in Q2 2024 and has held it in 9 quarters since. 4,072 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 54,397 shares of Cisco worth $6.39M as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 2,906 Cisco shares in Q2 2026, an estimated $304K.
  • Cisco made up 1.59% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #9 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Cisco in Q2 2024 and has held it in 9 quarters since.
  • 4,072 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.