Root Financial Partners
UNF icon

Root Financial Partners’s Unifirst Corp UNF Stock Holding History

Root Financial Partners’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
Q3 		$22.3K Buy
+89
New +$24.9K ﹤0.01% 1493
2026
Q2 		– Sell
-75
Closed -$18.9K – 3030
2026
Q1 		$18.9K Buy
75
+21
+39% +$4.84K ﹤0.01% 1350
2025
Q4 		$10.4K Buy
54
+7
+15% +$1.18K ﹤0.01% 1476
2025
Q3 		$7.86K Buy
+47
New +$8.16K ﹤0.01% 1550

Other funds holding UNF

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Versor Investments
Versor Investments New York $59.8M AUM 85.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's UNF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Unifirst Corp (UNF) in Q3 2026: 89 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UNF as recently as Q1 2026.

Root Financial Partners first reported a position in UNF in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold UNF as of Q3 2026.

  • Root Financial Partners held 89 shares of Unifirst Corp worth $22.3K as of Q3 2026.
  • Unifirst Corp was a new Root Financial Partners position in Q3 2026.
  • Unifirst Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1493 holding.
  • Root Financial Partners first reported a position in Unifirst Corp in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.