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Kingswood Wealth Advisors’s Cintas CTAS Stock Holding History

Kingswood 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
2025
Q3 		– Sell
-1,017
Closed -$227K – 802
2025
Q2 		$227K Sell
1,017
-7
-0.7% -$1.51K 0.02% 661
2025
Q1 		$210K Buy
+1,024
New +$204K 0.02% 672

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingswood Wealth Advisors's CTAS Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Cintas (CTAS) in Q3 2025, closing a stake of 1,017 shares — an estimated $227K sold.

Kingswood Wealth Advisors first reported a position in CTAS in Q1 2025 and held it in 2 quarters. The position peaked at $227K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold CTAS as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Cintas position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,017 Cintas shares in Q3 2025, an estimated $227K.
  • Kingswood Wealth Advisors first reported a position in Cintas in Q1 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Cintas position peaked at $227K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Cintas as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.