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Concord Wealth Partners’s Cintas CTAS Stock Holding History

Concord Wealth Partners’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 		– Sell
-24
Closed -$4.51K – 316
2025
Q4 		$4.51K Hold
24
– – ﹤0.01% 633
2025
Q3 		$4.93K Hold
24
– – ﹤0.01% 625
2025
Q2 		$5.35K Hold
24
– – ﹤0.01% 622
2025
Q1 		$4.93K Hold
24
– – ﹤0.01% 587
2024
Q4 		$4.38K Hold
24
– – ﹤0.01% 620
2024
Q3 		$4.94K Hold
24
– – ﹤0.01% 633
2024
Q2 		$4.2K Hold
24
– – ﹤0.01% 590
2024
Q1 		$4.12K Buy
+24
New +$3.69K ﹤0.01% 682
2023
Q1 		– Sell
-44
Closed -$4.97K – 1040
2022
Q4 		$4.97K Buy
+44
New +$4.76K ﹤0.01% 766
2022
Q3 		– Sell
-428
Closed -$40K – 354
2022
Q2 		$40K Sell
428
-124
-22% -$12.1K 0.01% 410
2022
Q1 		$59K Buy
552
+112
+25% +$10.9K 0.02% 399
2021
Q4 		$49K Buy
440
+100
+29% +$10.8K 0.01% 461
2021
Q3 		$32K Sell
340
-20
-6% -$1.96K 0.01% 292
2021
Q2 		$34K Sell
360
-152
-30% -$13.5K 0.01% 405
2021
Q1 		$44K Buy
512
+500
+4,167% +$42.3K 0.01% 357
2020
Q4 		$1K Buy
+12
New +$1.04K ﹤0.01% 609

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

Concord Wealth Partners's CTAS Position: Q1 2026 in Review

Concord Wealth Partners sold out of Cintas (CTAS) in Q1 2026, closing a stake of 24 shares — an estimated $4.51K sold.

Concord Wealth Partners first reported a position in CTAS in Q4 2020 and held it in 16 quarters. The position peaked at $59K in Q1 2022. 1,429 funds tracked by Wall St. Rank hold CTAS as of Q1 2026.

  • Concord Wealth Partners reported no remaining Cintas position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 24 Cintas shares in Q1 2026, an estimated $4.51K.
  • Concord Wealth Partners first reported a position in Cintas in Q4 2020 and held it in 16 quarters.
  • Concord Wealth Partners's Cintas position peaked at $59K in Q1 2022.
  • 1,429 funds tracked by Wall St. Rank held Cintas as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.