Rothwell Investment Advisors, LLC’s United Natural Foods UNFI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UNFI Stock Details UNFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$375K	Buy	+8,383	New	+$395K	0.2%	98

Other funds holding UNFI

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UNFI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in United Natural Foods (UNFI) in Q3 2026: 8,383 shares worth $375K. The stake represents 0.2% of the portfolio and ranks #98 among its holdings.

147 funds tracked by Wall St. Rank hold UNFI as of Q3 2026.

Rothwell Investment Advisors, LLC held 8,383 shares of United Natural Foods worth $375K as of Q3 2026.
United Natural Foods was a new Rothwell Investment Advisors, LLC position in Q3 2026.
United Natural Foods made up 0.2% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #98 holding.
147 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.