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True Wealth Design’s Unifirst Corp UNF Stock Holding History

True Wealth Design’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
-2
Closed -$504 – 2894
2026
Q1 		$504 Hold
2
– – ﹤0.01% 2047
2025
Q4 		$386 Sell
2
-4
-67% -$675 ﹤0.01% 2033
2025
Q3 		$1K Buy
+6
New +$1.04K ﹤0.01% 1742
2024
Q4 		– Sell
-1
Closed -$199 – 1519
2024
Q3 		$199 Buy
+1
New +$184 ﹤0.01% 1199

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

True Wealth Design's UNF Position: Q2 2026 in Review

True Wealth Design sold out of Unifirst Corp (UNF) in Q2 2026, closing a stake of 2 shares — an estimated $504 sold.

True Wealth Design first reported a position in UNF in Q3 2024 and held it in 4 quarters. The position peaked at $1K in Q3 2025. 340 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • True Wealth Design reported no remaining Unifirst Corp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Unifirst Corp shares in Q2 2026, an estimated $504.
  • True Wealth Design first reported a position in Unifirst Corp in Q3 2024 and held it in 4 quarters.
  • True Wealth Design's Unifirst Corp position peaked at $1K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.