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Mount Yale Investment Advisors’s Unifirst Corp UNF Stock Holding History

Mount Yale Investment 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
Q1 		$332K Buy
+1,318
New +$304K 0.01% 852
2025
Q3 		– Sell
-631
Closed -$119K – 1544
2025
Q2 		$119K Buy
+631
New +$115K 0.01% 622
2018
Q2 		– Sell
-57
Closed -$9K – 1008
2018
Q1 		$9K Buy
+57
New +$9.15K ﹤0.01% 864

Other funds holding UNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Mount Yale Investment Advisors's UNF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Unifirst Corp (UNF) in Q1 2026: 1,318 shares worth $332K. The stake represents 0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in UNF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in UNF in Q1 2018 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold UNF as of Q1 2026.

  • Mount Yale Investment Advisors held 1,318 shares of Unifirst Corp worth $332K as of Q1 2026.
  • Unifirst Corp was a new Mount Yale Investment Advisors position in Q1 2026.
  • Unifirst Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #852 holding.
  • Mount Yale Investment Advisors first reported a position in Unifirst Corp in Q1 2018 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.