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Tortoise Investment Management’s Unifirst Corp UNF Stock Holding History

Tortoise Investment Management’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 		– Sell
-3
Closed -$502 – 1377
2025
Q3 		$502 Buy
3
+1
+50% +$174 ﹤0.01% 1178
2025
Q2 		$376 Buy
+2
New +$363 ﹤0.01% 1129

Other funds holding UNF

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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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Tortoise Investment Management's UNF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Unifirst Corp (UNF) in Q4 2025, closing a stake of 3 shares — an estimated $502 sold.

Tortoise Investment Management first reported a position in UNF in Q2 2025 and held it in 2 quarters. The position peaked at $502 in Q3 2025. 317 funds tracked by Wall St. Rank hold UNF as of Q4 2025.

  • Tortoise Investment Management reported no remaining Unifirst Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Unifirst Corp shares in Q4 2025, an estimated $502.
  • Tortoise Investment Management first reported a position in Unifirst Corp in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Unifirst Corp position peaked at $502 in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.