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Caldwell Trust’s Cintas CTAS Stock Holding History

Caldwell Trust’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 		$296K Hold
1,743
– – 0.02% 288
2026
Q1 		$295K Hold
1,743
– – 0.03% 284
2025
Q4 		$328K Sell
1,743
-26
-1% -$4.9K 0.03% 268
2025
Q3 		$363K Sell
1,769
-267
-13% -$57K 0.03% 257
2025
Q2 		$454K Hold
2,036
– – 0.05% 230
2025
Q1 		$418K Hold
2,036
– – 0.04% 227
2024
Q4 		$372K Hold
2,036
– – 0.04% 244
2024
Q3 		$419K Hold
2,036
– – 0.04% 236
2024
Q2 		$356K Buy
2,036
+2,016
+10,080% +$344K 0.04% 244
2024
Q1 		$3.44K Hold
20
– – ﹤0.01% 678
2023
Q4 		$3.01K Buy
+20
New +$2.68K ﹤0.01% 675
2020
Q2 		– Sell
-1,500
Closed -$65K – 767
2020
Q1 		$65K Hold
1,500
– – 0.01% 381
2019
Q4 		$101K Buy
+1,500
New +$98.6K 0.02% 359

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

Caldwell Trust's CTAS Position: Q2 2026 in Review

Caldwell Trust held its Cintas (CTAS) position steady in Q2 2026 at 1,743 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #288.

Caldwell Trust first reported a position in CTAS in Q4 2019 and has held it in 13 quarters since. The position peaked at $454K in Q2 2025. 1,431 funds tracked by Wall St. Rank hold CTAS as of Q2 2026.

  • Caldwell Trust held 1,743 shares of Cintas worth $296K as of Q2 2026.
  • Caldwell Trust left its Cintas share count unchanged in Q2 2026.
  • Cintas made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #288 holding.
  • Caldwell Trust first reported a position in Cintas in Q4 2019 and has held it in 13 quarters since.
  • Caldwell Trust's Cintas position peaked at $454K in Q2 2025.
  • 1,431 funds tracked by Wall St. Rank held Cintas as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.