Bartlett & Co Wealth Management’s United Natural Foods UNFI Stock Holding History

Bartlett & Co Wealth Management’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 Q2	$5.12K	Hold	112	–	–	﹤0.01%	1091
2026 Q1	$5.63K	Buy	112 +35	+45%	+$1.34K	﹤0.01%	1002
2025 Q4	$2.59K	Hold	77	–	–	﹤0.01%	1103
2025 Q3	$2.9K	Hold	77	–	–	﹤0.01%	1065
2025 Q2	$1.79K	Hold	77	–	–	﹤0.01%	1105
2025 Q1	$2.11K	Hold	77	–	–	﹤0.01%	1064
2024 Q4	$2.1K	Hold	77	–	–	﹤0.01%	1033
2024 Q3	$1.29K	Hold	77	–	–	﹤0.01%	1068
2024 Q2	$1.01K	Hold	77	–	–	﹤0.01%	1088
2024 Q1	$885	Hold	77	–	–	﹤0.01%	1075
2023 Q4	$1.28K	Hold	77	–	–	﹤0.01%	1176
2023 Q3	$1.09K	Hold	77	–	–	﹤0.01%	1108
2023 Q2	$1.5K	Hold	77	–	–	﹤0.01%	1083
2023 Q1	$2.03K	Hold	77	–	–	﹤0.01%	981
2022 Q4	$2.98K	Hold	77	–	–	﹤0.01%	984
2022 Q3	$2.65K	Hold	77	–	–	﹤0.01%	1017
2022 Q2	$3.03K	Hold	77	–	–	﹤0.01%	1122
2022 Q1	$3.18K	Buy	+77	New	+$3.15K	﹤0.01%	970
2021 Q4	–	Sell	-77	Closed	-$3.73K	–	859
2021 Q3	$3.73K	Hold	77	–	–	﹤0.01%	798
2021 Q2	$2.85K	Hold	77	–	–	﹤0.01%	816
2021 Q1	$2.54K	Hold	77	–	–	﹤0.01%	856
2020 Q4	$1.23K	Hold	77	–	–	﹤0.01%	1009
2020 Q3	$1.15K	Hold	77	–	–	﹤0.01%	806
2020 Q2	$1.4K	Hold	77	–	–	﹤0.01%	802
2020 Q1	$707	Hold	77	–	–	﹤0.01%	810
2019 Q4	$675	Hold	77	–	–	﹤0.01%	837
2019 Q3	$887	Hold	77	–	–	﹤0.01%	847
2019 Q2	$691	Hold	77	–	–	﹤0.01%	717
2019 Q1	$1.02K	Hold	77	–	–	﹤0.01%	681
2018 Q4	$815	Hold	77	–	–	﹤0.01%	665
2018 Q3	$2.31K	Hold	77	–	–	﹤0.01%	661
2018 Q2	$3.29K	Hold	77	–	–	﹤0.01%	655
2018 Q1	$3.31K	Buy	+77	New	+$3.48K	﹤0.01%	677

Other funds holding UNFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bartlett & Co Wealth Management's UNFI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its United Natural Foods (UNFI) position steady in Q2 2026 at 112 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Bartlett & Co Wealth Management first reported a position in UNFI in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.63K in Q1 2026. 361 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

Bartlett & Co Wealth Management held 112 shares of United Natural Foods worth $5.12K as of Q2 2026.
Bartlett & Co Wealth Management left its United Natural Foods share count unchanged in Q2 2026.
United Natural Foods made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1091 holding.
Bartlett & Co Wealth Management first reported a position in United Natural Foods in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's United Natural Foods position peaked at $5.63K in Q1 2026.
361 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.