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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
Q2 		$337K Sell
1,275
-43
-3% -$11.2K 0.01% 932
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's UNF Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Unifirst Corp (UNF) stake by 3.3% in Q2 2026, selling an estimated $11.2K and leaving 1,275 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #932.

Mount Yale Investment Advisors first reported a position in UNF in Q1 2018 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • Mount Yale Investment Advisors held 1,275 shares of Unifirst Corp worth $337K as of Q2 2026.
  • Mount Yale Investment Advisors sold 43 Unifirst Corp shares in Q2 2026, an estimated $11.2K.
  • Unifirst Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #932 holding.
  • Mount Yale Investment Advisors first reported a position in Unifirst Corp in Q1 2018 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.