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Castleview Partners’s United Natural Foods UNFI Stock Holding History

Castleview Partners’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
Q1 		– Sell
-563
Closed -$15.5K – 540
2024
Q4 		$15.5K Buy
+563
New +$13K 0.01% 510
2024
Q3 		– Sell
-563
Closed -$7.38K – 901
2024
Q2 		$7.38K Hold
563
– – ﹤0.01% 568
2024
Q1 		$6.47K Hold
563
– – ﹤0.01% 582
2023
Q4 		$9.14K Buy
+563
New +$8.56K 0.01% 521
2022
Q3 		– Sell
-2,206
Closed -$403K – 762
2022
Q2 		$403K Buy
+2,206
New +$92.7K 0.32% 72

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Castleview Partners's UNFI Position: Q1 2025 in Review

Castleview Partners sold out of United Natural Foods (UNFI) in Q1 2025, closing a stake of 563 shares — an estimated $15.5K sold.

Castleview Partners first reported a position in UNFI in Q2 2022 and held it in 5 quarters. The position peaked at $403K in Q2 2022. 272 funds tracked by Wall St. Rank hold UNFI as of Q1 2025.

  • Castleview Partners reported no remaining United Natural Foods position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 563 United Natural Foods shares in Q1 2025, an estimated $15.5K.
  • Castleview Partners first reported a position in United Natural Foods in Q2 2022 and held it in 5 quarters.
  • Castleview Partners's United Natural Foods position peaked at $403K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.