Carson Wealth (CWM LLC)
UNFI icon

Carson Wealth (CWM LLC)’s United Natural Foods UNFI Stock Holding History

Carson Wealth (CWM LLC)’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 		$142K Buy
3,159
+692
+28% +$26.5K ﹤0.01% 2996
2025
Q4 		$83K Sell
2,467
-51
-2% -$1.9K ﹤0.01% 3207
2025
Q3 		$95K Sell
2,518
-46
-2% -$1.26K ﹤0.01% 3028
2025
Q2 		$60K Sell
2,564
-665
-21% -$17.3K ﹤0.01% 3137
2025
Q1 		$88K Buy
3,229
+526
+19% +$15.2K ﹤0.01% 2530
2024
Q4 		$74K Buy
2,703
+135
+5% +$3.11K ﹤0.01% 2493
2024
Q3 		$43K Sell
2,568
-746
-23% -$10.7K ﹤0.01% 2809
2024
Q2 		$43K Buy
3,314
+2,879
+662% +$32.3K ﹤0.01% 2590
2024
Q1 		$5K Sell
435
-563
-56% -$8.18K ﹤0.01% 3704
2023
Q4 		$16K Sell
998
-273
-21% -$4.15K ﹤0.01% 2928
2023
Q3 		$18K Buy
1,271
+552
+77% +$10.8K ﹤0.01% 2764
2023
Q2 		$14K Buy
719
+321
+81% +$8.06K ﹤0.01% 2890
2023
Q1 		$10K Buy
398
+226
+131% +$8.24K ﹤0.01% 2971
2022
Q4 		$7K Buy
172
+6
+4% +$248 ﹤0.01% 3035
2022
Q3 		$6K Buy
166
+71
+75% +$3.02K ﹤0.01% 3010
2022
Q2 		$4K Sell
95
-8
-8% -$336 ﹤0.01% 3139
2022
Q1 		$4K Sell
103
-136
-57% -$5.56K ﹤0.01% 2971
2021
Q4 		$12K Buy
+239
New +$11.5K ﹤0.01% 2268
2019
Q1 		– Sell
-24
Closed – – 3283
2018
Q4 		$0 Buy
24
+6
+33% +$126 ﹤0.01% 2250
2018
Q3 		$1K Buy
+18
New +$652 ﹤0.01% 1761
2018
Q1 		– Sell
-55
Closed -$3K – 1543
2017
Q4 		$3K Hold
55
– – ﹤0.01% 1229
2017
Q3 		$2K Buy
+55
New +$2.05K ﹤0.01% 1314

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UNFI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its United Natural Foods (UNFI) stake by 28% in Q1 2026, buying an estimated $26.5K and bringing the position to 3,159 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Carson Wealth (CWM LLC) first reported a position in UNFI in Q3 2017 and has held it in 22 quarters since. 352 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,159 shares of United Natural Foods worth $142K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 692 United Natural Foods shares in Q1 2026, an estimated $26.5K.
  • United Natural Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2996 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Natural Foods in Q3 2017 and has held it in 22 quarters since.
  • 352 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.