CTAS β€” CINTAS CORP

Ownership history in Keudell/Morrison Wealth Management  Β·  4 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported CINTAS CORP (CTAS) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows CTAS at 0.05% 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 Keudell/Morrison Wealth Management'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
2025 Q2

CTAS was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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 Q2 to 2025 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.

How Keudell/Morrison Wealth Management held CTAS β€” position size vs. price
% of Fund (quarterly)    CTAS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 1,085 -7 -0.6% 0.05% $242K 2025-07-22 $218.21
2025 Q1 UNCHANGED 1,092 β€” 0% 0.05% $224K 2025-04-23 $205.92
2024 Q3 ADDED 1,092 +801 +275.3% 0.06% $225K 2024-10-31 $203.31
2024 Q2 INITIATED 291 β€” β€” 0.06% $204K 2024-07-16 $178.79

FAQ About Keudell/Morrison Wealth Management and CTAS

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

How long has Keudell/Morrison Wealth Management reported owning CTAS?

Keudell/Morrison Wealth Management reported CTAS across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported CTAS position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for CTAS was 0.06% in 2024 Q3.

What is the latest reported CTAS position on this page?

The most recent filing on this page is 2025 Q2, when Keudell/Morrison Wealth Management reported 1,085 shares, equal to 0.05% of portfolio, with an estimated market value of $242K.

What does the chart on this CTAS ownership page compare?

The chart compares Keudell/Morrison Wealth Management'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.

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