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AE Wealth Management’s Unifirst Corp UNF Stock Holding History

AE Wealth Management’s Portfolio UNF Stock Details UNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,364
Closed -$343K – 2780
2026
Q1 		$343K Buy
1,364
+118
+9% +$27.2K ﹤0.01% 1305
2025
Q4 		$240K Buy
1,246
+11
+0.9% +$1.86K ﹤0.01% 1428
2025
Q3 		$206K Sell
1,235
-350
-22% -$60.7K ﹤0.01% 1388
2025
Q2 		$298K Buy
+1,585
New +$288K ﹤0.01% 1123

Other funds holding UNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's UNF Position: Q2 2026 in Review

AE Wealth Management sold out of Unifirst Corp (UNF) in Q2 2026, closing a stake of 1,364 shares — an estimated $343K sold.

AE Wealth Management first reported a position in UNF in Q2 2025 and held it in 4 quarters. The position peaked at $343K in Q1 2026. 340 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • AE Wealth Management reported no remaining Unifirst Corp position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,364 Unifirst Corp shares in Q2 2026, an estimated $343K.
  • AE Wealth Management first reported a position in Unifirst Corp in Q2 2025 and held it in 4 quarters.
  • AE Wealth Management's Unifirst Corp position peaked at $343K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.