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Venturi Wealth Management’s Unifirst Corp UNF Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-21
Closed -$3.59K – 1760
2024
Q4 		$3.59K Hold
21
– – ﹤0.01% 1778
2024
Q3 		$4.17K Sell
21
-335
-94% -$61.7K ﹤0.01% 1530
2024
Q2 		$61.1K Buy
+356
New +$57.4K ﹤0.01% 614

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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
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Venturi Wealth Management's UNF Position: Q1 2025 in Review

Venturi Wealth Management sold out of Unifirst Corp (UNF) in Q1 2025, closing a stake of 21 shares — an estimated $3.59K sold.

Venturi Wealth Management first reported a position in UNF in Q2 2024 and held it in 3 quarters. The position peaked at $61.1K in Q2 2024. 303 funds tracked by Wall St. Rank hold UNF as of Q1 2025.

  • Venturi Wealth Management reported no remaining Unifirst Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 21 Unifirst Corp shares in Q1 2025, an estimated $3.59K.
  • Venturi Wealth Management first reported a position in Unifirst Corp in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Unifirst Corp position peaked at $61.1K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.