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 Q2	$497K	Sell	2,924 -1,376	-32%	-$238K	0.02%	131
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Advisors's CTAS Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Cintas (CTAS) stake by 32% in Q2 2026, selling an estimated $238K and leaving 2,924 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #131.

Heritage Wealth Advisors first reported a position in CTAS in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.16M in Q4 2025. 1,428 funds tracked by Wall St. Rank hold CTAS as of Q2 2026.

Heritage Wealth Advisors held 2,924 shares of Cintas worth $497K as of Q2 2026.
Heritage Wealth Advisors sold 1,376 Cintas shares in Q2 2026, an estimated $238K.
Cintas made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Heritage Wealth Advisors first reported a position in Cintas in Q4 2019 and has held it in 18 quarters since.
Heritage Wealth Advisors's Cintas position peaked at $2.16M in Q4 2025.
1,428 funds tracked by Wall St. Rank held Cintas as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.