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Personal CFO Solutions’s Unifirst Corp UNF Stock Holding History

Personal CFO 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
2026
Q1 		– Sell
-1,309
Closed -$253K – 565
2025
Q4 		$253K Sell
1,309
-76
-5% -$12.8K 0.04% 430
2025
Q3 		$232K Sell
1,385
-1
-0.1% -$174 0.04% 447
2025
Q2 		$261K Sell
1,386
-33
-2% -$5.99K 0.05% 377
2025
Q1 		$247K Sell
1,419
-132
-9% -$27.6K 0.05% 374
2024
Q4 		$265K Buy
1,551
+430
+38% +$82K 0.05% 360
2024
Q3 		$223K Buy
+1,121
New +$207K 0.03% 509
2024
Q2 		– Sell
-1,183
Closed -$205K – 601
2024
Q1 		$205K Buy
1,183
+7
+0.6% +$1.19K 0.03% 524
2023
Q4 		$215K Buy
+1,176
New +$201K 0.04% 471
2023
Q1 		– Sell
-1,124
Closed -$217K – 504
2022
Q4 		$217K Buy
+1,124
New +$206K 0.05% 400
2022
Q1 		– Sell
-1,036
Closed -$218K – 516
2021
Q4 		$218K Hold
1,036
– – 0.04% 418
2021
Q3 		$220K Sell
1,036
-65
-6% -$14.3K 0.05% 398
2021
Q2 		$258K Sell
1,101
-24
-2% -$5.39K 0.05% 336
2021
Q1 		$252K Buy
1,125
+29
+3% +$6.68K 0.05% 314
2020
Q4 		$232K Buy
+1,096
New +$209K 0.06% 317

Other funds holding UNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Personal CFO Solutions's UNF Position: Q1 2026 in Review

Personal CFO Solutions sold out of Unifirst Corp (UNF) in Q1 2026, closing a stake of 1,309 shares — an estimated $253K sold.

Personal CFO Solutions first reported a position in UNF in Q4 2020 and held it in 14 quarters. The position peaked at $265K in Q4 2024. 332 funds tracked by Wall St. Rank hold UNF as of Q1 2026.

  • Personal CFO Solutions reported no remaining Unifirst Corp position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 1,309 Unifirst Corp shares in Q1 2026, an estimated $253K.
  • Personal CFO Solutions first reported a position in Unifirst Corp in Q4 2020 and held it in 14 quarters.
  • Personal CFO Solutions's Unifirst Corp position peaked at $265K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.