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Forum Financial Management’s Cintas CTAS Stock Holding History

Forum Financial Management’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
-2,636
Closed -$496K – 493
2025
Q4 		$496K Sell
2,636
-172
-6% -$32.4K 0.01% 476
2025
Q3 		$576K Buy
2,808
+1
+0% +$214 0.01% 403
2025
Q2 		$626K Sell
2,807
-197
-7% -$42.4K 0.01% 334
2025
Q1 		$617K Sell
3,004
-49
-2% -$9.76K 0.01% 299
2024
Q4 		$558K Sell
3,053
-4
-0.1% -$841 0.01% 339
2024
Q3 		$629K Buy
3,057
+9
+0.3% +$1.74K 0.01% 269
2024
Q2 		$534K Buy
3,048
+12
+0.4% +$2.05K 0.01% 287
2024
Q1 		$521K Hold
3,036
– – 0.01% 313
2023
Q4 		$457K Buy
3,036
+400
+15% +$53.6K 0.01% 313
2023
Q3 		$317K Hold
2,636
– – 0.01% 405
2023
Q2 		$328K Buy
2,636
+28
+1% +$3.29K 0.01% 403
2023
Q1 		$302K Hold
2,608
– – 0.01% 399
2022
Q4 		$294K Sell
2,608
-64
-2% -$6.92K 0.01% 401
2022
Q3 		$259K Hold
2,672
– – 0.01% 397
2022
Q2 		$250K Buy
2,672
+64
+2% +$6.24K 0.01% 425
2022
Q1 		$277K Sell
2,608
-168
-6% -$16.3K 0.01% 427
2021
Q4 		$308K Buy
+2,776
New +$299K 0.02% 406

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's CTAS Position: Q1 2026 in Review

Forum Financial Management sold out of Cintas (CTAS) in Q1 2026, closing a stake of 2,636 shares — an estimated $496K sold.

Forum Financial Management first reported a position in CTAS in Q4 2021 and held it in 17 quarters. The position peaked at $629K in Q3 2024. 1,435 funds tracked by Wall St. Rank hold CTAS as of Q1 2026.

  • Forum Financial Management reported no remaining Cintas position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,636 Cintas shares in Q1 2026, an estimated $496K.
  • Forum Financial Management first reported a position in Cintas in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Cintas position peaked at $629K in Q3 2024.
  • 1,435 funds tracked by Wall St. Rank held Cintas as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.