LWM Advisory Services’s Cintas CTAS Stock Holding History

LWM Advisory Services’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	-1,440	Closed	-$271K	–	79
2025 Q4	$271K	Sell	1,440 -6	-0.4%	-$1.13K	0.16%	73
2025 Q3	$288K	Buy	1,446 +6	+0.4%	+$1.28K	0.17%	80
2025 Q2	$321K	Sell	1,440 -340	-19%	-$73.2K	0.22%	78
2025 Q1	$370K	Hold	1,780	–	–	0.26%	71
2024 Q4	$324K	Hold	1,780	–	–	0.23%	74
2024 Q3	$366K	Buy	+1,780	New	+$343K	0.27%	67
2024 Q2	–	Sell	-2,000	Closed	-$344K	–	84
2024 Q1	$344K	Hold	2,000	–	–	0.28%	65
2023 Q4	$301K	Hold	2,000	–	–	0.26%	63
2023 Q3	$242K	Hold	2,000	–	–	0.26%	64
2023 Q2	$240K	Hold	2,000	–	–	0.25%	67
2023 Q1	$227K	Hold	2,000	–	–	0.24%	72
2022 Q4	$218K	Sell	2,000 -32	-2%	-$3.46K	0.24%	74
2022 Q3	$225K	Buy	+2,032	New	+$207K	0.25%	108
2022 Q2	–	Sell	-2,060	Closed	-$222K	–	111
2022 Q1	$222K	Buy	2,060 +8	+0.4%	+$778	0.28%	103
2021 Q4	$227K	Buy	+2,052	New	+$221K	0.28%	99

Other funds holding CTAS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LWM Advisory Services's CTAS Position: Q1 2026 in Review

LWM Advisory Services sold out of Cintas (CTAS) in Q1 2026, closing a stake of 1,440 shares — an estimated $271K sold.

LWM Advisory Services first reported a position in CTAS in Q4 2021 and held it in 15 quarters. The position peaked at $370K in Q1 2025. 1,435 funds tracked by Wall St. Rank hold CTAS as of Q1 2026.

LWM Advisory Services reported no remaining Cintas position as of Q1 2026 after selling out during the quarter.
LWM Advisory Services sold 1,440 Cintas shares in Q1 2026, an estimated $271K.
LWM Advisory Services first reported a position in Cintas in Q4 2021 and held it in 15 quarters.
LWM Advisory Services's Cintas position peaked at $370K in Q1 2025.
1,435 funds tracked by Wall St. Rank held Cintas as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.