CAPTRUST Financial Advisors
UNF icon

CAPTRUST Financial Advisors’s Unifirst Corp UNF Stock Holding History

CAPTRUST Financial Advisors’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
-865
Closed -$218K – 3402
2026
Q1 		$218K Buy
+865
New +$200K ﹤0.01% 2626
2024
Q1 		– Sell
-1,757
Closed -$321K – 2653
2023
Q4 		$321K Buy
+1,757
New +$300K ﹤0.01% 2065
2023
Q1 		– Sell
-1,308
Closed -$252K – 2383
2022
Q4 		$252K Buy
1,308
+81
+7% +$14.8K ﹤0.01% 1791
2022
Q3 		$206K Buy
1,227
+84
+7% +$15.3K ﹤0.01% 1804
2022
Q2 		$197K Sell
1,143
-383
-25% -$64K ﹤0.01% 1707
2022
Q1 		$281K Buy
1,526
+377
+33% +$69.7K ﹤0.01% 1487
2021
Q4 		$242K Sell
1,149
-205
-15% -$42K ﹤0.01% 1507
2021
Q3 		$288K Sell
1,354
-52
-4% -$11.4K ﹤0.01% 1319
2021
Q2 		$330K Sell
1,406
-6
-0.4% -$1.35K ﹤0.01% 1212
2021
Q1 		$316K Buy
1,412
+1,044
+284% +$240K ﹤0.01% 1201
2020
Q4 		$78K Buy
368
+30
+9% +$5.71K ﹤0.01% 1630
2020
Q3 		$64K Sell
338
-13
-4% -$2.43K ﹤0.01% 1543
2020
Q2 		$61K Sell
351
-13
-4% -$2.18K ﹤0.01% 1550
2020
Q1 		$52K Buy
+364
New +$68.7K ﹤0.01% 1374
2019
Q4 		– Sell
-351
Closed -$68K – 1768
2019
Q3 		$68K Sell
351
-41
-10% -$7.95K ﹤0.01% 906
2019
Q2 		$74K Sell
392
-155
-28% -$25.1K ﹤0.01% 858
2019
Q1 		$84K Hold
547
– – ﹤0.01% 749
2018
Q4 		$78K Buy
547
+3
+0.6% +$449 ﹤0.01% 647
2018
Q3 		$94K Sell
544
-21
-4% -$3.86K ﹤0.01% 618
2018
Q2 		$100K Buy
565
+498
+743% +$85.2K 0.01% 512
2018
Q1 		$10K Buy
67
+8
+14% +$1.28K ﹤0.01% 1028
2017
Q4 		$10K Buy
+59
New +$9.4K ﹤0.01% 1001

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

CAPTRUST Financial Advisors's UNF Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Unifirst Corp (UNF) in Q2 2026, closing a stake of 865 shares — an estimated $218K sold.

CAPTRUST Financial Advisors first reported a position in UNF in Q4 2017 and held it in 22 quarters. The position peaked at $330K in Q2 2021. 340 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Unifirst Corp position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 865 Unifirst Corp shares in Q2 2026, an estimated $218K.
  • CAPTRUST Financial Advisors first reported a position in Unifirst Corp in Q4 2017 and held it in 22 quarters.
  • CAPTRUST Financial Advisors's Unifirst Corp position peaked at $330K in Q2 2021.
  • 340 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.