SageView Advisory Group’s Unifirst Corp UNF Stock Holding History

SageView Advisory Group’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
2025 Q4	$296K	Sell	1,536 -77	-5%	-$13K	0.01%	494
2025 Q3	$270K	Buy	1,613 +7	+0.4%	+$1.22K	0.01%	547
2025 Q2	$280K	Sell	1,606 -37	-2%	-$6.71K	0.01%	515
2025 Q1	$286K	Buy	1,643 +63	+4%	+$13.2K	0.01%	482
2024 Q4	$270K	Buy	1,580 +48	+3%	+$9.15K	0.01%	486
2024 Q3	$304K	Buy	1,532 +361	+31%	+$66.5K	0.02%	392
2024 Q2	$201K	Buy	+1,171	New	+$189K	0.01%	544
2023 Q4	–	Sell	-1,457	Closed	-$238K	–	703
2023 Q3	$238K	Buy	1,457 +67	+5%	+$11.1K	0.01%	478
2023 Q2	$215K	Buy	1,390 +122	+10%	+$20.5K	0.01%	519
2023 Q1	$223K	Buy	1,268 +74	+6%	+$14.4K	0.01%	435
2022 Q4	$230K	Buy	+1,194	New	+$218K	0.02%	377

Other funds holding UNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

SageView Advisory Group's UNF Position: Q4 2025 in Review

SageView Advisory Group reduced its Unifirst Corp (UNF) stake by 4.8% in Q4 2025, selling an estimated $13K and leaving 1,536 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #494.

SageView Advisory Group first reported a position in UNF in Q4 2022 and has held it in 11 quarters since. The position peaked at $304K in Q3 2024. 316 funds tracked by Wall St. Rank hold UNF as of Q4 2025.

SageView Advisory Group held 1,536 shares of Unifirst Corp worth $296K as of Q4 2025.
SageView Advisory Group sold 77 Unifirst Corp shares in Q4 2025, an estimated $13K.
Unifirst Corp made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #494 holding.
SageView Advisory Group first reported a position in Unifirst Corp in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Unifirst Corp position peaked at $304K in Q3 2024.
316 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.