Covestor
UNF icon

Covestor’s Unifirst Corp UNF Stock Holding History

Covestor’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
Q3 		$10K Sell
39
-82
-68% -$22.9K 0.01% 1492
2026
Q2 		$32K Sell
121
-247
-67% -$64.5K 0.02% 1006
2026
Q1 		$93K Sell
368
-400
-52% -$92.3K 0.06% 325
2025
Q4 		$148K Buy
768
+81
+12% +$13.7K 0.08% 351
2025
Q3 		$115K Buy
687
+338
+97% +$58.7K 0.06% 498
2025
Q2 		$66K Buy
349
+86
+33% +$15.6K 0.04% 778
2025
Q1 		$46K Sell
263
-56
-18% -$11.7K 0.03% 879
2024
Q4 		$55K Sell
319
-62
-16% -$11.8K 0.03% 825
2024
Q3 		$76K Sell
381
-6
-2% -$1.11K 0.05% 676
2024
Q2 		$66K Sell
387
-27
-7% -$4.35K 0.04% 731
2024
Q1 		$72K Buy
414
+170
+70% +$28.9K 0.05% 730
2023
Q4 		$45K Buy
244
+51
+26% +$8.7K 0.03% 904
2023
Q3 		$32K Sell
193
-186
-49% -$30.7K 0.02% 958
2023
Q2 		$59K Sell
379
-20
-5% -$3.36K 0.04% 716
2023
Q1 		$70K Sell
399
-18
-4% -$3.51K 0.06% 569
2022
Q4 		$81K Hold
417
– – 0.07% 509
2022
Q3 		$70K Buy
417
+148
+55% +$27K 0.06% 557
2022
Q2 		$46K Sell
269
-4
-1% -$668 0.04% 768
2022
Q1 		$50K Buy
273
+178
+187% +$32.9K 0.03% 805
2021
Q4 		$20K Buy
+95
New +$19.5K 0.03% 862

Other funds holding UNF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Covestor's UNF Position: Q3 2026 in Review

Covestor reduced its Unifirst Corp (UNF) stake by 68% in Q3 2026, selling an estimated $22.9K and leaving 39 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1492.

Covestor first reported a position in UNF in Q4 2021 and has held it in 20 quarters since. The position peaked at $148K in Q4 2025. 124 funds tracked by Wall St. Rank hold UNF as of Q3 2026.

  • Covestor held 39 shares of Unifirst Corp worth $10K as of Q3 2026.
  • Covestor sold 82 Unifirst Corp shares in Q3 2026, an estimated $22.9K.
  • Unifirst Corp made up 0.01% of Covestor's portfolio in Q3 2026, its #1492 holding.
  • Covestor first reported a position in Unifirst Corp in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Unifirst Corp position peaked at $148K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.