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Capital Advisors Ltd’s United Natural Foods UNFI Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
35
– – ﹤0.01% 1149
2026
Q1 		$2K Hold
35
– – ﹤0.01% 1128
2025
Q4 		$1K Hold
35
– – ﹤0.01% 1294
2025
Q3 		$1K Hold
35
– – ﹤0.01% 1305
2025
Q2 		$1K Hold
35
– – ﹤0.01% 1284
2025
Q1 		$1K Hold
35
– – ﹤0.01% 1280
2024
Q4 		$1K Hold
35
– – ﹤0.01% 1316
2024
Q3 		$1K Hold
35
– – ﹤0.01% 1306
2024
Q2 		$0 Buy
35
+17
+94% +$191 ﹤0.01% 1650
2024
Q1 		$0 Sell
18
-33
-65% -$480 ﹤0.01% 1559
2023
Q4 		$1K Buy
+51
New +$776 ﹤0.01% 1234

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

Capital Advisors Ltd's UNFI Position: Q2 2026 in Review

Capital Advisors Ltd held its United Natural Foods (UNFI) position steady in Q2 2026 at 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Capital Advisors Ltd first reported a position in UNFI in Q4 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Capital Advisors Ltd held 35 shares of United Natural Foods worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its United Natural Foods share count unchanged in Q2 2026.
  • United Natural Foods made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1149 holding.
  • Capital Advisors Ltd first reported a position in United Natural Foods in Q4 2023 and has held it in 11 quarters since.
  • 358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.