Creative Planning
UNF icon

Creative Planning’s Unifirst Corp UNF Stock Holding History

Creative Planning’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 		$6.36M Buy
24,046
+2,307
+11% +$603K ﹤0.01% 1213
2026
Q1 		$5.47M Buy
21,739
+8,232
+61% +$1.9M ﹤0.01% 1125
2025
Q4 		$2.61M Buy
13,507
+6,596
+95% +$1.11M ﹤0.01% 1497
2025
Q3 		$1.16M Buy
6,911
+3,185
+85% +$553K ﹤0.01% 1986
2025
Q2 		$701K Sell
3,726
-761
-17% -$138K ﹤0.01% 2155
2025
Q1 		$781K Buy
4,487
+464
+12% +$96.9K ﹤0.01% 1919
2024
Q4 		$688K Buy
4,023
+93
+2% +$17.7K ﹤0.01% 1933
2024
Q3 		$781K Buy
3,930
+2,596
+195% +$478K ﹤0.01% 1720
2024
Q2 		$229K Sell
1,334
-324
-20% -$52.3K ﹤0.01% 2581
2024
Q1 		$288K Buy
+1,658
New +$281K ﹤0.01% 2283
2023
Q2 		– Sell
-1,176
Closed -$207K – 2835
2023
Q1 		$207K Buy
+1,176
New +$229K ﹤0.01% 2108
2017
Q1 		– Sell
-7
Closed -$1K – 4914
2016
Q4 		$1K Sell
7
-120
-94% -$16.3K ﹤0.01% 4495
2016
Q3 		$17K Buy
127
+120
+1,714% +$14.8K ﹤0.01% 3173
2016
Q2 		$1K Buy
+7
New +$782 ﹤0.01% 4219
2016
Q1 		– Sell
-24
Closed -$3K – 4536
2015
Q4 		$3K Hold
24
– – ﹤0.01% 3935
2015
Q3 		$3K Buy
+24
New +$2.67K ﹤0.01% 3850
2014
Q4 		– Sell
-26
Closed -$3K – 4356
2014
Q3 		$3K Buy
26
+5
+24% +$497 ﹤0.01% 3542
2014
Q2 		$2K Buy
+21
New +$2.07K ﹤0.01% 3541

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

Creative Planning's UNF Position: Q2 2026 in Review

Creative Planning increased its Unifirst Corp (UNF) stake by 11% in Q2 2026, buying an estimated $603K and bringing the position to 24,046 shares worth $6.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Creative Planning first reported a position in UNF in Q2 2014 and has held it in 18 quarters since. 340 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • Creative Planning held 24,046 shares of Unifirst Corp worth $6.36M as of Q2 2026.
  • Creative Planning bought 2,307 Unifirst Corp shares in Q2 2026, an estimated $603K.
  • Unifirst Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1213 holding.
  • Creative Planning first reported a position in Unifirst Corp in Q2 2014 and has held it in 18 quarters since.
  • 340 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.