Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Unifirst Corp UNF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.27M Sell
5,054
-367
-7% -$84.7K ﹤0.01% 1412
2025
Q4 		$1.05M Sell
5,421
-2,437
-31% -$411K ﹤0.01% 1471
2025
Q3 		$1.31M Buy
7,858
+3,477
+79% +$603K ﹤0.01% 1266
2025
Q2 		$825K Buy
4,381
+139
+3% +$25.2K ﹤0.01% 1348
2025
Q1 		$738K Sell
4,242
-536
-11% -$112K ﹤0.01% 1302
2024
Q4 		$818K Sell
4,778
-174
-4% -$33.2K ﹤0.01% 1185
2024
Q3 		$984K Sell
4,952
-22
-0.4% -$4.05K ﹤0.01% 1047
2024
Q2 		$853K Sell
4,974
-425
-8% -$68.5K ﹤0.01% 981
2024
Q1 		$936K Sell
5,399
-430
-7% -$73K ﹤0.01% 885
2023
Q4 		$1.07M Sell
5,829
-467
-7% -$79.7K 0.01% 780
2023
Q3 		$1.03M Sell
6,296
-91
-1% -$15K 0.01% 743
2023
Q2 		$990K Sell
6,387
-237
-4% -$39.9K 0.01% 719
2023
Q1 		$1.17M Sell
6,624
-85
-1% -$16.6K 0.01% 622
2022
Q4 		$1.29M Buy
6,709
+241
+4% +$44.1K 0.01% 541
2022
Q3 		$1.09M Sell
6,468
-140
-2% -$25.6K 0.01% 542
2022
Q2 		$1.14M Sell
6,608
-61
-0.9% -$10.2K 0.01% 537
2022
Q1 		$1.23M Sell
6,669
-796
-11% -$147K 0.01% 510
2021
Q4 		$1.57M Buy
+7,465
New +$1.53M 0.01% 487
2021
Q2 		$1.88M Hold
7,995
– – 0.02% 442
2021
Q1 		$1.88M Hold
7,995
– – 0.02% 442
2020
Q4 		$1.88M Hold
7,995
– – 0.02% 442
2020
Q3 		$1.88M Hold
7,995
– – 0.02% 442
2020
Q2 		$1.88M Hold
7,995
– – 0.02% 442
2020
Q1 		$1.88M Hold
7,995
– – 0.02% 442
2019
Q4 		$1.88M Hold
7,995
– – 0.02% 442
2019
Q3 		$1.88M Hold
7,995
– – 0.02% 442
2019
Q2 		$1.88M Hold
7,995
– – 0.02% 442
2019
Q1 		$1.88M Buy
+7,995
New +$1.12M 0.02% 442

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 $240B AUM 35.51% 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 $32.2B AUM 10.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UNF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Unifirst Corp (UNF) stake by 6.8% in Q1 2026, selling an estimated $84.7K and leaving 5,054 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Carson Wealth (CWM LLC) first reported a position in UNF in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.88M in Q2 2021. 333 funds tracked by Wall St. Rank hold UNF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,054 shares of Unifirst Corp worth $1.27M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 367 Unifirst Corp shares in Q1 2026, an estimated $84.7K.
  • Unifirst Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1412 holding.
  • Carson Wealth (CWM LLC) first reported a position in Unifirst Corp in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Unifirst Corp position peaked at $1.88M in Q2 2021.
  • 333 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.