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Golden State Wealth Management’s Unifirst Corp UNF Stock Holding History

Golden State Wealth Management’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
Q4 		– Sell
-69
Closed -$11.5K – 1761
2025
Q3 		$11.5K Hold
69
– – ﹤0.01% 1069
2025
Q2 		$13K Hold
69
– – ﹤0.01% 1005
2025
Q1 		$12K Hold
69
– – ﹤0.01% 945
2024
Q4 		$11.8K Buy
+69
New +$13.2K ﹤0.01% 925

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RRAM
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LCOV
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Golden State Wealth Management's UNF Position: Q4 2025 in Review

Golden State Wealth Management sold out of Unifirst Corp (UNF) in Q4 2025, closing a stake of 69 shares — an estimated $11.5K sold.

Golden State Wealth Management first reported a position in UNF in Q4 2024 and held it in 4 quarters. The position peaked at $13K in Q2 2025. 317 funds tracked by Wall St. Rank hold UNF as of Q4 2025.

  • Golden State Wealth Management reported no remaining Unifirst Corp position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 69 Unifirst Corp shares in Q4 2025, an estimated $11.5K.
  • Golden State Wealth Management first reported a position in Unifirst Corp in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Unifirst Corp position peaked at $13K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.