Baron Wealth Management LLC CTAS — CINTAS CORP

Ownership history in Baron Wealth Management LLC  ·  8 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported CINTAS CORP (CTAS) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.27% in 2024 Q3. The latest visible filing shows CTAS at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in CINTAS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CTAS was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CTAS stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held CTAS — position size vs. price
% of Fund (quarterly)    CTAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,739 +588 +27.3% 0.12% $466K 2026-07-07 $181.83
2026 Q1 ADDED — — — 2,151 +749 +53.4% 0.11% $364K 2026-04-16 $177.04
2025 Q4 REDUCED 45.8% -9.9% ✅ 1,402 -1,185 -45.8% 0.08% $264K 2026-01-14 $193.26
2025 Q3 REDUCED 12.1% -6.7% ✅ 2,587 -355 -12.1% 0.18% $531K 2025-10-20 $190.91
2025 Q2 ADDED — — — 2,942 +468 +18.9% 0.23% $656K 2025-07-09 $214.60
2025 Q1 REDUCED 9.7% +8.6% ❌ 2,474 -265 -9.7% 0.22% $508K 2025-05-14 $211.79
2024 Q4 ADDED — — — 2,739 +3 +0.1% 0.24% $500K 2025-01-23 $195.21
2024 Q3 INITIATED — — — 2,736 — — 0.27% $563K 2024-11-07 $216.26

🏢 Other funds also holding CTAS

As of 2026 Q2 — sorted by position size

Samson Rock Capital LLP 3Y 4.4% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.64% Hummer Financial Advisory Services Inc 3Y 0.63% Lake Hills Wealth Management, LLC 3Y 0.32% WILLNER & HELLER, LLC 3Y 0.28% jvl associates llc 3Y 0.22% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.19% Quad-Cities Investment Group, LLC 3Y 7Y 0.17% Red Spruce Capital, LLC 3Y 0.12% GAMMA Investing LLC 0.07%

FAQ About Baron Wealth Management LLC and CTAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning CTAS?

Baron Wealth Management LLC reported CTAS across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported CTAS position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for CTAS was 0.27% in 2024 Q3.

What is the latest reported CTAS position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 2,739 shares, equal to 0.12% of portfolio, with an estimated market value of $466K.

What does the chart on this CTAS ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly CTAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baron Wealth Management LLC time their CTAS position?

Based on 13F filing dates vs. subsequent CTAS price moves, Baron Wealth Management LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on CTAS relative to SPY over the holding period was -22.6%.

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