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Wealth Alliance’s Unifirst Corp UNF Stock Holding History

Wealth Alliance’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
Q1 		$221K Sell
877
-335
-28% -$77.3K 0.02% 515
2025
Q4 		$234K Buy
+1,212
New +$205K 0.02% 502
2025
Q3 		– Sell
-1,187
Closed -$223K – 596
2025
Q2 		$223K Buy
1,187
+16
+1% +$2.9K 0.03% 498
2025
Q1 		$204K Sell
1,171
-17
-1% -$3.55K 0.02% 494
2024
Q4 		$203K Sell
1,188
-22
-2% -$4.2K 0.02% 475
2024
Q3 		$240K Sell
1,210
-5
-0.4% -$921 0.03% 458
2024
Q2 		$208K Buy
1,215
+12
+1% +$1.94K 0.03% 480
2024
Q1 		$209K Sell
1,203
-24
-2% -$4.07K 0.03% 483
2023
Q4 		$224K Buy
+1,227
New +$209K 0.03% 461
2023
Q2 		– Sell
-1,389
Closed -$245K – 535
2023
Q1 		$245K Buy
1,389
+123
+10% +$24K 0.04% 422
2022
Q4 		$244K Sell
1,266
-85
-6% -$15.5K 0.04% 403
2022
Q3 		$227K Buy
+1,351
New +$247K 0.04% 394
2022
Q2 		– Sell
-1,294
Closed -$238K – 497
2022
Q1 		$238K Buy
+1,294
New +$239K 0.05% 384

Other funds holding UNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealth Alliance's UNF Position: Q1 2026 in Review

Wealth Alliance reduced its Unifirst Corp (UNF) stake by 28% in Q1 2026, selling an estimated $77.3K and leaving 877 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #515.

Wealth Alliance first reported a position in UNF in Q1 2022 and has held it in 13 quarters since. The position peaked at $245K in Q1 2023. 332 funds tracked by Wall St. Rank hold UNF as of Q1 2026.

  • Wealth Alliance held 877 shares of Unifirst Corp worth $221K as of Q1 2026.
  • Wealth Alliance sold 335 Unifirst Corp shares in Q1 2026, an estimated $77.3K.
  • Unifirst Corp made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #515 holding.
  • Wealth Alliance first reported a position in Unifirst Corp in Q1 2022 and has held it in 13 quarters since.
  • Wealth Alliance's Unifirst Corp position peaked at $245K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.