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Heritage Wealth Management (Ohio)’s Cintas CTAS Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.88M Buy
+11,062
New +$1.91M 0.47% 58
2026
Q1 		– Sell
-11,062
Closed -$2.08M – 170
2025
Q4 		$2.08M Hold
11,062
– – 0.58% 43
2025
Q3 		$2.27M Sell
11,062
-50
-0.4% -$10.7K 0.67% 36
2025
Q2 		$2.48M Sell
11,112
-50
-0.4% -$10.8K 0.8% 25
2025
Q1 		$2.29M Hold
11,162
– – 0.78% 27
2024
Q4 		$2.04M Sell
11,162
-42
-0.4% -$8.83K 0.68% 32
2024
Q3 		$2.31M Sell
11,204
-80
-0.7% -$15.4K 0.76% 28
2024
Q2 		$2.01M Buy
+11,284
New +$1.93M 0.67% 31

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Ohio)'s CTAS Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Cintas (CTAS) in Q2 2026: 11,062 shares worth $1.88M. The stake represents 0.47% of the portfolio and ranks #58 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in CTAS as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in CTAS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q2 2025. 1,420 funds tracked by Wall St. Rank hold CTAS as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 11,062 shares of Cintas worth $1.88M as of Q2 2026.
  • Cintas was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Cintas made up 0.47% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #58 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Cintas in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Cintas position peaked at $2.48M in Q2 2025.
  • 1,420 funds tracked by Wall St. Rank held Cintas as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.