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 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 $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

Bartlett & Co Wealth Management's UNFI Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its United Natural Foods (UNFI) stake by 45% in Q1 2026, buying an estimated $1.34K and bringing the position to 112 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Bartlett & Co Wealth Management first reported a position in UNFI in Q1 2018 and has held it in 32 quarters since. 350 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

Bartlett & Co Wealth Management held 112 shares of United Natural Foods worth $5.63K as of Q1 2026.
Bartlett & Co Wealth Management bought 35 United Natural Foods shares in Q1 2026, an estimated $1.34K.
United Natural Foods made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1002 holding.
Bartlett & Co Wealth Management first reported a position in United Natural Foods in Q1 2018 and has held it in 32 quarters since.
350 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.