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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
Q2 		$121K Buy
456
+9
+2% +$2.35K 0.01% 766
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 $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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's UNF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Unifirst Corp (UNF) stake by 2% in Q2 2026, buying an estimated $2.35K and bringing the position to 456 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #766.

Pinnacle Wealth Planning Services first reported a position in UNF in Q4 2020 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 456 shares of Unifirst Corp worth $121K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Unifirst Corp shares in Q2 2026, an estimated $2.35K.
  • Unifirst Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #766 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unifirst Corp in Q4 2020 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.