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Blue Bell Private Wealth Management’s United Natural Foods UNFI Stock Holding History

Blue Bell Private 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 		$8.63K Hold
189
– – ﹤0.01% 590
2026
Q1 		$8.52K Hold
189
– – ﹤0.01% 580
2025
Q4 		$6.36K Hold
189
– – ﹤0.01% 590
2025
Q3 		$7.11K Hold
189
– – ﹤0.01% 574
2025
Q2 		$4.41K Buy
+189
New +$4.93K ﹤0.01% 592

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Blue Bell Private Wealth Management's UNFI Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its United Natural Foods (UNFI) position steady in Q2 2026 at 189 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Blue Bell Private Wealth Management first reported a position in UNFI in Q2 2025 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Blue Bell Private Wealth Management held 189 shares of United Natural Foods worth $8.63K as of Q2 2026.
  • Blue Bell Private Wealth Management left its United Natural Foods share count unchanged in Q2 2026.
  • United Natural Foods made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #590 holding.
  • Blue Bell Private Wealth Management first reported a position in United Natural Foods in Q2 2025 and has held it in 5 quarters since.
  • 358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.