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Heritage Wealth Partners’s Cisco CSCO Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		$239K Sell
3,873
-260
-6% -$16K 0.36% 55
2024
Q4 		$245K Buy
4,133
+220
+6% +$12.6K 0.31% 57
2024
Q3 		$208K Buy
+3,913
New +$190K 0.24% 66

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Partners's CSCO Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Cisco (CSCO) stake by 6.3% in Q1 2025, selling an estimated $16K and leaving 3,873 shares worth $239K. The position accounts for 0.36% of the portfolio, ranked #55.

Heritage Wealth Partners first reported a position in CSCO in Q3 2024 and has held it in 3 quarters since. The position peaked at $245K in Q4 2024. 3,379 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

  • Heritage Wealth Partners held 3,873 shares of Cisco worth $239K as of Q1 2025.
  • Heritage Wealth Partners sold 260 Cisco shares in Q1 2025, an estimated $16K.
  • Cisco made up 0.36% of Heritage Wealth Partners's portfolio in Q1 2025, its #55 holding.
  • Heritage Wealth Partners first reported a position in Cisco in Q3 2024 and has held it in 3 quarters since.
  • Heritage Wealth Partners's Cisco position peaked at $245K in Q4 2024.
  • 3,379 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.