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Pinnacle Wealth Planning Services’s Unifirst Corp UNF Stock Holding History

Pinnacle Wealth Planning Services’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 		$112K Buy
447
+16
+4% +$3.69K 0.01% 734
2025
Q4 		$83.1K Buy
+431
New +$72.7K 0.01% 880
2021
Q1 		– Sell
-306
Closed -$65K – 1852
2020
Q4 		$65K Buy
+306
New +$58.2K 0.02% 668

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

Pinnacle Wealth Planning Services's UNF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Unifirst Corp (UNF) stake by 3.7% in Q1 2026, buying an estimated $3.69K and bringing the position to 447 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #734.

Pinnacle Wealth Planning Services first reported a position in UNF in Q4 2020 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold UNF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 447 shares of Unifirst Corp worth $112K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 16 Unifirst Corp shares in Q1 2026, an estimated $3.69K.
  • Unifirst Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #734 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unifirst Corp in Q4 2020 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.