Cornerstone Planning Group’s Unifirst Corp UNF Stock Holding History

Cornerstone Planning Group’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	–	Sell	-79	Closed	-$16.4K	–	1916
2025 Q4	$16.4K	Sell	79 -138	-64%	-$23.3K	﹤0.01%	636
2025 Q3	$47.5K	Buy	+217	New	+$37.7K	0.01%	358
2025 Q2	–	Sell	-28	Closed	-$4.82K	–	1691
2025 Q1	$4.82K	Buy	+28	New	+$5.84K	﹤0.01%	745
2023 Q3	–	Sell	-21	Closed	-$3.25K	–	1304
2023 Q2	$3.25K	Buy	+21	New	+$3.53K	﹤0.01%	1040
2022 Q4	$3.94K	Buy	+21	New	+$3.84K	﹤0.01%	992

Other funds holding UNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cornerstone Planning Group's UNF Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Unifirst Corp (UNF) in Q1 2026, closing a stake of 79 shares — an estimated $16.4K sold.

Cornerstone Planning Group first reported a position in UNF in Q4 2022 and held it in 5 quarters. The position peaked at $47.5K in Q3 2025. 332 funds tracked by Wall St. Rank hold UNF as of Q1 2026.

Cornerstone Planning Group reported no remaining Unifirst Corp position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 79 Unifirst Corp shares in Q1 2026, an estimated $16.4K.
Cornerstone Planning Group first reported a position in Unifirst Corp in Q4 2022 and held it in 5 quarters.
Cornerstone Planning Group's Unifirst Corp position peaked at $47.5K in Q3 2025.
332 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.