Orion Portfolio Solutions’s Unifirst Corp UNF Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.5M	Sell	8,617 -18	-0.2%	-$3.76K	0.01%	864
2024 Q4	$1.48M	Sell	8,635 -514	-6%	-$98K	0.01%	847
2024 Q3	$1.82M	Sell	9,149 -582	-6%	-$107K	0.02%	743
2024 Q2	$1.67M	Sell	9,731 -1,000	-9%	-$161K	0.02%	738
2024 Q1	$1.86M	Sell	10,731 -191	-2%	-$32.4K	0.02%	684
2023 Q4	$1.81M	Sell	10,922 -693	-6%	-$118K	0.02%	676
2023 Q3	$1.89M	Sell	11,615 -1,243	-10%	-$205K	0.02%	639
2023 Q2	$1.99M	Sell	12,858 -1,076	-8%	-$181K	0.02%	655
2023 Q1	$2.46M	Buy	+13,934	New	+$2.72M	0.03%	514
2020 Q3	–	Sell	-7	Closed	-$1K	–	1952
2020 Q2	$1K	Buy	+7	New	+$1.17K	﹤0.01%	2095

Other funds holding UNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

RRAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Orion Portfolio Solutions's UNF Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Unifirst Corp (UNF) stake by 0.21% in Q1 2025, selling an estimated $3.76K and leaving 8,617 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #864.

Orion Portfolio Solutions first reported a position in UNF in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.46M in Q1 2023. 303 funds tracked by Wall St. Rank hold UNF as of Q1 2025.

Orion Portfolio Solutions held 8,617 shares of Unifirst Corp worth $1.5M as of Q1 2025.
Orion Portfolio Solutions sold 18 Unifirst Corp shares in Q1 2025, an estimated $3.76K.
Unifirst Corp made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #864 holding.
Orion Portfolio Solutions first reported a position in Unifirst Corp in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's Unifirst Corp position peaked at $2.46M in Q1 2023.
303 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.