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Heartwood Wealth Advisors’s Cintas CTAS Stock Holding History

Heartwood Wealth Advisors’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,138
Closed -$214K – 225
2025
Q4 		$214K Hold
1,138
– – 0.02% 199
2025
Q3 		$234K Hold
1,138
– – 0.02% 185
2025
Q2 		$254K Buy
+1,138
New +$245K 0.03% 164

Other funds holding CTAS

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's CTAS Position: Q1 2026 in Review

Heartwood Wealth Advisors sold out of Cintas (CTAS) in Q1 2026, closing a stake of 1,138 shares — an estimated $214K sold.

Heartwood Wealth Advisors first reported a position in CTAS in Q2 2025 and held it in 3 quarters. The position peaked at $254K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold CTAS as of Q1 2026.

  • Heartwood Wealth Advisors reported no remaining Cintas position as of Q1 2026 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,138 Cintas shares in Q1 2026, an estimated $214K.
  • Heartwood Wealth Advisors first reported a position in Cintas in Q2 2025 and held it in 3 quarters.
  • Heartwood Wealth Advisors's Cintas position peaked at $254K in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Cintas as of Q1 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.