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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CSCO Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Cisco (CSCO) stake by 1.1% in Q1 2026, selling an estimated $52.1K and leaving 57,303 shares worth $4.45M. The position accounts for 2.2% of the portfolio, ranked #5.

Heritage Wealth Management (Ohio) first reported a position in CSCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.47M in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 57,303 shares of Cisco worth $4.45M as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 665 Cisco shares in Q1 2026, an estimated $52.1K.
  • Cisco made up 2.2% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #5 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Cisco in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Cisco position peaked at $4.47M in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.