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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
Q3 		$235K Buy
+1,203
New +$239K 0.02% 207
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Heartwood Wealth Advisors's CTAS Position: Q3 2026 in Review

Heartwood Wealth Advisors opened a new position in Cintas (CTAS) in Q3 2026: 1,203 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in CTAS as recently as Q4 2025.

Heartwood Wealth Advisors first reported a position in CTAS in Q2 2025 and has held it in 4 quarters since. The position peaked at $254K in Q2 2025. 46 funds tracked by Wall St. Rank hold CTAS as of Q3 2026.

  • Heartwood Wealth Advisors held 1,203 shares of Cintas worth $235K as of Q3 2026.
  • Cintas was a new Heartwood Wealth Advisors position in Q3 2026.
  • Cintas made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #207 holding.
  • Heartwood Wealth Advisors first reported a position in Cintas in Q2 2025 and has held it in 4 quarters since.
  • Heartwood Wealth Advisors's Cintas position peaked at $254K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Cintas as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.