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Brandywine Global Investment Management’s United Natural Foods UNFI Stock Holding History

Brandywine Global Investment 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
2025
Q4 		$5.85M Sell
173,888
-6,300
-3% -$234K 0.04% 347
2025
Q3 		$6.78M Sell
180,188
-6,629
-4% -$182K 0.05% 326
2025
Q2 		$4.35M Sell
186,817
-7,198
-4% -$188K 0.03% 396
2025
Q1 		$5.31M Sell
194,015
-7,607
-4% -$220K 0.04% 349
2024
Q4 		$5.51M Buy
201,622
+159,572
+379% +$3.68M 0.04% 338
2024
Q3 		$871K Buy
+42,050
New +$602K 0.01% 607
2024
Q1 		– Sell
-349,098
Closed -$5.67M – 747
2023
Q4 		$5.67M Sell
349,098
-18,475
-5% -$281K 0.05% 372
2023
Q3 		$5.2M Sell
367,573
-5,618
-2% -$110K 0.05% 356
2023
Q2 		$7.3M Buy
+373,191
New +$9.38M 0.06% 301
2023
Q1 		– Sell
-218,177
Closed -$8.45M – 764
2022
Q4 		$8.45M Sell
218,177
-6,527
-3% -$270K 0.07% 264
2022
Q3 		$7.72M Sell
224,704
-8,537
-4% -$364K 0.07% 255
2022
Q2 		$9.19M Sell
233,241
-12,258
-5% -$515K 0.08% 219
2022
Q1 		$10.2M Buy
245,499
+9,805
+4% +$401K 0.07% 250
2021
Q4 		$11.6M Hold
235,694
– – 0.08% 233
2021
Q3 		$11.4M Sell
235,694
-18,790
-7% -$665K 0.09% 226
2021
Q2 		$9.41M Sell
254,484
-8,902
-3% -$324K 0.07% 284
2021
Q1 		$8.68M Sell
263,386
-13,081
-5% -$364K 0.07% 305
2020
Q4 		$4.42M Buy
+276,467
New +$4.63M 0.04% 397
2018
Q3 		– Sell
-151,838
Closed -$6.48M – 918
2018
Q2 		$6.48M Sell
151,838
-7,207
-5% -$318K 0.04% 367
2018
Q1 		$6.83M Buy
+159,045
New +$7.19M 0.04% 353
2017
Q3 		– Sell
-88,064
Closed -$3.23M – 931
2017
Q2 		$3.23M Sell
88,064
-1,967
-2% -$79K 0.02% 519
2017
Q1 		$3.89M Buy
+90,031
New +$4.05M 0.02% 495

Other funds holding UNFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Global Investment Management's UNFI Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its United Natural Foods (UNFI) stake by 3.5% in Q4 2025, selling an estimated $234K and leaving 173,888 shares worth $5.85M. The position accounts for 0.04% of the portfolio, ranked #347.

Brandywine Global Investment Management first reported a position in UNFI in Q1 2017 and has held it in 22 quarters since. The position peaked at $11.6M in Q4 2021. 316 funds tracked by Wall St. Rank hold UNFI as of Q4 2025.

  • Brandywine Global Investment Management held 173,888 shares of United Natural Foods worth $5.85M as of Q4 2025.
  • Brandywine Global Investment Management sold 6,300 United Natural Foods shares in Q4 2025, an estimated $234K.
  • United Natural Foods made up 0.04% of Brandywine Global Investment Management's portfolio in Q4 2025, its #347 holding.
  • Brandywine Global Investment Management first reported a position in United Natural Foods in Q1 2017 and has held it in 22 quarters since.
  • Brandywine Global Investment Management's United Natural Foods position peaked at $11.6M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.