JFS Wealth Advisors’s Unifirst Corp UNF Stock Holding History

JFS 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
2026 Q2	$3.97K	Buy	15 +2	+15%	+$522	﹤0.01%	1374
2026 Q1	$3.27K	Buy	13 +2	+18%	+$461	﹤0.01%	1345
2025 Q4	$2.12K	Buy	+11	New	+$1.86K	﹤0.01%	1529
2025 Q3	–	Sell	-3	Closed	-$565	–	1942
2025 Q2	$565	Sell	3 -10	-77%	-$1.81K	﹤0.01%	1672
2025 Q1	$2.26K	Buy	13 +2	+18%	+$418	﹤0.01%	1425
2024 Q4	$1.88K	Hold	11	–	–	﹤0.01%	1498
2024 Q3	$2.19K	Buy	11 +1	+10%	+$184	﹤0.01%	1448
2024 Q2	$1.72K	Hold	10	–	–	﹤0.01%	1500
2024 Q1	$1.74K	Sell	10 -3	-23%	-$509	﹤0.01%	1497
2023 Q4	$2.38K	Buy	13 +1	+8%	+$171	﹤0.01%	1352
2023 Q3	$1.96K	Buy	12 +1	+9%	+$165	﹤0.01%	1371
2023 Q2	$1.71K	Sell	11 -1	-8%	-$168	﹤0.01%	1438
2023 Q1	$2.12K	Hold	12	–	–	﹤0.01%	1338
2022 Q4	$2.32K	Hold	12	–	–	﹤0.01%	1319
2022 Q3	$2K	Sell	12 -4	-25%	-$730	﹤0.01%	1413
2022 Q2	$3K	Buy	16 +6	+60%	+$1K	﹤0.01%	1245
2022 Q1	$2K	Buy	10 +6	+150%	+$1.11K	﹤0.01%	1512
2021 Q4	$1K	Buy	+4	New	+$820	﹤0.01%	1593

Other funds holding UNF

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return