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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's UNF Position: Q2 2026 in Review

Root Financial Partners sold out of Unifirst Corp (UNF) in Q2 2026, closing a stake of 75 shares — an estimated $18.9K sold.

Root Financial Partners first reported a position in UNF in Q3 2025 and held it in 3 quarters. The position peaked at $18.9K in Q1 2026. 59 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • Root Financial Partners reported no remaining Unifirst Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 75 Unifirst Corp shares in Q2 2026, an estimated $18.9K.
  • Root Financial Partners first reported a position in Unifirst Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Unifirst Corp position peaked at $18.9K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.