Position in CSCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,389,471
+$1,943,332 QoQ
Shares Held
54,397
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#1,116
of 4,023 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSCO Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $7,085,497 across 2 Communication Equipment names. CSCO ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
This page
|
54,397 | $6,389,471 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
1,676 | $696,026 |
All Filings in CSCO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,389,471 | 54,397 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,446,139 | 57,303 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,465,275 | 57,968 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,026,927 | 58,856 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,094,391 | 59,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,725,494 | 60,371 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,601,728 | 60,840 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,246,366 | 60,999 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,008,428 | 63,322 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||