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FSC Wealth Advisors’s Unifirst Corp UNF Stock Holding History

FSC Wealth Advisors’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
2025
Q1 		– Sell
-10
Closed -$1.71K – 320
2024
Q4 		$1.71K Hold
10
– – ﹤0.01% 268
2024
Q3 		$1.99K Hold
10
– – ﹤0.01% 249
2024
Q2 		$1.72K Buy
+10
New +$1.61K ﹤0.01% 260

Other funds holding UNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

FSC Wealth Advisors's UNF Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Unifirst Corp (UNF) in Q1 2025, closing a stake of 10 shares — an estimated $1.71K sold.

FSC Wealth Advisors first reported a position in UNF in Q2 2024 and held it in 3 quarters. The position peaked at $1.99K in Q3 2024. 303 funds tracked by Wall St. Rank hold UNF as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Unifirst Corp position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 10 Unifirst Corp shares in Q1 2025, an estimated $1.71K.
  • FSC Wealth Advisors first reported a position in Unifirst Corp in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's Unifirst Corp position peaked at $1.99K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.