Institute for Wealth Management’s Unifirst Corp UNF Stock Holding History

Institute for 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
2026 Q2	$6.61K	Buy	+25	New	+$6.53K	﹤0.01%	1413

Other funds holding UNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Institute for Wealth Management's UNF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Unifirst Corp (UNF) in Q2 2026: 25 shares worth $6.61K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

137 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

Institute for Wealth Management held 25 shares of Unifirst Corp worth $6.61K as of Q2 2026.
Unifirst Corp was a new Institute for Wealth Management position in Q2 2026.
Unifirst Corp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1413 holding.
137 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.