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Wealthspire Advisors (New York)’s Unifirst Corp UNF Stock Holding History

Wealthspire Advisors (New York)’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
-19
Closed -$3.18K – 2789
2025
Q3 		$3.18K Buy
+19
New +$3.3K ﹤0.01% 2469

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RRAM
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LCOV
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s UNF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Unifirst Corp (UNF) in Q4 2025, closing a stake of 19 shares — an estimated $3.18K sold.

Wealthspire Advisors (New York) first reported a position in UNF in Q3 2025 and held it in 1 quarter. The position peaked at $3.18K in Q3 2025. 316 funds tracked by Wall St. Rank hold UNF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Unifirst Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 19 Unifirst Corp shares in Q4 2025, an estimated $3.18K.
  • Wealthspire Advisors (New York) first reported a position in Unifirst Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Unifirst Corp position peaked at $3.18K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.