Baldwin Wealth Partners’s United Natural Foods UNFI Stock Holding History

Baldwin Wealth Partners’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 Q1	–	Sell	-6,007	Closed	-$202K	–	253
2025 Q4	$202K	Hold	6,007	–	–	0.01%	239
2025 Q3	$226K	Buy	+6,007	New	+$165K	0.01%	215
2025 Q1	–	Sell	-8,066	Closed	-$220K	–	247
2024 Q4	$220K	Sell	8,066 -125	-2%	-$2.88K	0.02%	219
2024 Q3	$138K	Hold	8,191	–	–	0.01%	376
2024 Q2	$107K	Buy	8,191 +2,254	+38%	+$25.3K	0.01%	254
2024 Q1	$68.2K	Hold	5,937	–	–	0.01%	322
2023 Q4	$96.4K	Hold	5,937	–	–	0.01%	280
2023 Q3	$83.9K	Hold	5,937	–	–	0.01%	316
2023 Q2	$116K	Hold	5,937	–	–	0.01%	300
2023 Q1	$156K	Hold	5,937	–	–	0.01%	264
2022 Q4	$230K	Hold	5,937	–	–	0.02%	218
2022 Q3	$204K	Hold	5,937	–	–	0.03%	169
2022 Q2	$234K	Hold	5,937	–	–	0.03%	164
2022 Q1	$245K	Hold	5,937	–	–	0.03%	184
2021 Q4	$291K	Hold	5,937	–	–	0.03%	172
2021 Q3	$287K	Hold	5,937	–	–	0.03%	169
2021 Q2	$220K	Hold	5,937	–	–	0.02%	189
2021 Q1	$196K	Hold	5,937	–	–	0.02%	180
2020 Q4	$95K	Buy	5,937 +1,089	+22%	+$18.2K	0.01%	250
2020 Q3	$72K	Sell	4,848 -13	-0.3%	-$247	0.01%	258
2020 Q2	$89K	Sell	4,861 -169	-3%	-$2.54K	0.01%	233
2020 Q1	$46K	Hold	5,030	–	–	0.01%	288
2019 Q4	$44K	Buy	5,030 +180	+4%	+$1.45K	0.01%	333
2019 Q3	$56K	Hold	4,850	–	–	0.01%	292
2019 Q2	$44K	Hold	4,850	–	–	0.01%	324
2019 Q1	$64K	Hold	4,850	–	–	0.01%	279
2018 Q4	$51K	Hold	4,850	–	–	0.01%	282
2018 Q3	$145K	Hold	4,850	–	–	0.02%	220
2018 Q2	$207K	Hold	4,850	–	–	0.03%	193
2018 Q1	$208K	Hold	4,850	–	–	0.03%	193
2017 Q4	$239K	Hold	4,850	–	–	0.04%	185
2017 Q3	$202K	Sell	4,850 -1,000	-17%	-$37.2K	0.03%	190
2017 Q2	$215K	Sell	5,850 -12,565	-68%	-$505K	0.03%	183
2017 Q1	$796K	Hold	18,415	–	–	0.13%	101
2016 Q4	$879K	Hold	18,415	–	–	0.16%	84
2016 Q3	$737K	Buy	18,415 +11,740	+176%	+$539K	0.13%	94
2016 Q2	$312K	Hold	6,675	–	–	0.06%	138
2016 Q1	$269K	Sell	6,675 -1,289	-16%	-$47.6K	0.05%	180
2015 Q4	$313K	Sell	7,964 -4,248	-35%	-$199K	0.05%	183
2015 Q3	$592K	Hold	12,212	–	–	0.1%	155
2015 Q2	$778K	Hold	12,212	–	–	0.12%	145
2015 Q1	$941K	Hold	12,212	–	–	0.14%	132
2014 Q4	$944K	Sell	12,212 -1,380	-10%	-$97.6K	0.14%	140
2014 Q3	$835K	Sell	13,592 -1,160	-8%	-$72.8K	0.12%	149
2014 Q2	$960K	Hold	14,752	–	–	0.14%	142
2014 Q1	$1.05M	Hold	14,752	–	–	0.17%	119
2013 Q4	$1.11M	Buy	14,752 +4,800	+48%	+$339K	0.18%	117
2013 Q3	$669K	Sell	9,952 -376	-4%	-$22.9K	0.12%	142
2013 Q2	$558K	Buy	+10,328	New	+$536K	0.11%	142

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's UNFI Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of United Natural Foods (UNFI) in Q1 2026, closing a stake of 6,007 shares — an estimated $202K sold.

Baldwin Wealth Partners first reported a position in UNFI in Q2 2013 and held it in 49 quarters. The position peaked at $1.11M in Q4 2013. 350 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

Baldwin Wealth Partners reported no remaining United Natural Foods position as of Q1 2026 after selling out during the quarter.
Baldwin Wealth Partners sold 6,007 United Natural Foods shares in Q1 2026, an estimated $202K.
Baldwin Wealth Partners first reported a position in United Natural Foods in Q2 2013 and held it in 49 quarters.
Baldwin Wealth Partners's United Natural Foods position peaked at $1.11M in Q4 2013.
350 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.