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
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 – 4916
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 – 4537
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 – 4357
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 $5.7T 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return