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Heritage Wealth Advisors’s Cintas CTAS Stock Holding History

Heritage 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 		$727K Sell
4,300
-7,173
-63% -$1.38M 0.03% 106
2025
Q4 		$2.16M Buy
11,473
+8,549
+292% +$1.61M 0.08% 62
2025
Q3 		$600K Hold
2,924
– – 0.03% 118
2025
Q2 		$652K Hold
2,924
– – 0.03% 111
2025
Q1 		$601K Sell
2,924
-4
-0.1% -$797 0.03% 113
2024
Q4 		$535K Sell
2,928
-388
-12% -$81.6K 0.03% 131
2024
Q3 		$683K Buy
3,316
+20
+0.6% +$3.86K 0.03% 115
2024
Q2 		$577K Sell
3,296
-160
-5% -$27.3K 0.03% 129
2024
Q1 		$594K Hold
3,456
– – 0.03% 134
2023
Q4 		$521K Hold
3,456
– – 0.03% 142
2023
Q3 		$416K Sell
3,456
-596
-15% -$74.2K 0.02% 140
2023
Q2 		$504K Hold
4,052
– – 0.03% 133
2023
Q1 		$469K Hold
4,052
– – 0.03% 133
2022
Q4 		$457K Hold
4,052
– – 0.03% 134
2022
Q3 		$393K Buy
4,052
+2,708
+201% +$277K 0.03% 139
2022
Q2 		$126K Buy
+1,344
New +$131K 0.01% 240
2020
Q1 		– Sell
-40
Closed -$2.69K – 471
2019
Q4 		$2.69K Buy
+40
New +$2.63K ﹤0.01% 508

Other funds holding CTAS

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Cintas (CTAS) stake by 63% in Q1 2026, selling an estimated $1.38M and leaving 4,300 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #106.

Heritage Wealth Advisors first reported a position in CTAS in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.16M in Q4 2025. 1,429 funds tracked by Wall St. Rank hold CTAS as of Q1 2026.

  • Heritage Wealth Advisors held 4,300 shares of Cintas worth $727K as of Q1 2026.
  • Heritage Wealth Advisors sold 7,173 Cintas shares in Q1 2026, an estimated $1.38M.
  • Cintas made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #106 holding.
  • Heritage Wealth Advisors first reported a position in Cintas in Q4 2019 and has held it in 17 quarters since.
  • Heritage Wealth Advisors's Cintas position peaked at $2.16M in Q4 2025.
  • 1,429 funds tracked by Wall St. Rank held Cintas as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.