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Clearstead Advisors’s United Natural Foods UNFI Stock Holding History

Clearstead Advisors’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 		$823 Buy
+18
New +$892 ﹤0.01% 2762
2021
Q1 		– Sell
-340
Closed -$5K – 1184
2020
Q4 		$5K Buy
340
+60
+21% +$1K ﹤0.01% 810
2020
Q3 		$4K Hold
280
– – ﹤0.01% 771
2020
Q2 		$5K Buy
280
+85
+44% +$1.27K ﹤0.01% 677
2020
Q1 		$2K Buy
+195
New +$1.55K ﹤0.01% 736

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

Clearstead Advisors's UNFI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in United Natural Foods (UNFI) in Q2 2026: 18 shares worth $823. The stake represents ﹤0.01% of the portfolio and ranks #2762 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UNFI as recently as Q4 2020.

Clearstead Advisors first reported a position in UNFI in Q1 2020 and has held it in 5 quarters since. The position peaked at $5K in Q4 2020. 361 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Clearstead Advisors held 18 shares of United Natural Foods worth $823 as of Q2 2026.
  • United Natural Foods was a new Clearstead Advisors position in Q2 2026.
  • United Natural Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2762 holding.
  • Clearstead Advisors first reported a position in United Natural Foods in Q1 2020 and has held it in 5 quarters since.
  • Clearstead Advisors's United Natural Foods position peaked at $5K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.