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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
Q2 		$234K Buy
886
+9
+1% +$2.35K 0.02% 515
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 $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

Wealth Alliance's UNF Position: Q2 2026 in Review

Wealth Alliance increased its Unifirst Corp (UNF) stake by 1% in Q2 2026, buying an estimated $2.35K and bringing the position to 886 shares worth $234K. 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 14 quarters since. The position peaked at $245K in Q1 2023. 340 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

  • Wealth Alliance held 886 shares of Unifirst Corp worth $234K as of Q2 2026.
  • Wealth Alliance bought 9 Unifirst Corp shares in Q2 2026, an estimated $2.35K.
  • Unifirst Corp made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #515 holding.
  • Wealth Alliance first reported a position in Unifirst Corp in Q1 2022 and has held it in 14 quarters since.
  • Wealth Alliance's Unifirst Corp position peaked at $245K in Q1 2023.
  • 340 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.