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Avantax Advisory Services’s Unifirst Corp UNF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$463K Buy
2,460
+149
+6% +$27K ﹤0.01% 1623
2025
Q1 		$402K Buy
2,311
+20
+0.9% +$4.17K ﹤0.01% 1652
2024
Q4 		$392K Buy
2,291
+339
+17% +$64.6K ﹤0.01% 1605
2024
Q3 		$388K Buy
1,952
+83
+4% +$15.3K ﹤0.01% 1579
2024
Q2 		$321K Buy
+1,869
New +$301K ﹤0.01% 1652

Other funds holding UNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Avantax Advisory Services's UNF Position: Q2 2025 in Review

Avantax Advisory Services increased its Unifirst Corp (UNF) stake by 6.4% in Q2 2025, buying an estimated $27K and bringing the position to 2,460 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Avantax Advisory Services first reported a position in UNF in Q2 2024 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold UNF as of Q2 2025.

  • Avantax Advisory Services held 2,460 shares of Unifirst Corp worth $463K as of Q2 2025.
  • Avantax Advisory Services bought 149 Unifirst Corp shares in Q2 2025, an estimated $27K.
  • Unifirst Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1623 holding.
  • Avantax Advisory Services first reported a position in Unifirst Corp in Q2 2024 and has held it in 5 quarters since.
  • 304 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.