Clearstead Trust’s United Natural Foods UNFI Stock Holding History

Clearstead Trust’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	–	Sell	-50	Closed	-$1.88K	–	1524
2025 Q3	$1.88K	Hold	50	–	–	﹤0.01%	1013
2025 Q2	$1.17K	Buy	+50	New	+$1.3K	﹤0.01%	1107

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Trust's UNFI Position: Q4 2025 in Review

Clearstead Trust sold out of United Natural Foods (UNFI) in Q4 2025, closing a stake of 50 shares — an estimated $1.88K sold.

Clearstead Trust first reported a position in UNFI in Q2 2025 and held it in 2 quarters. The position peaked at $1.88K in Q3 2025. 316 funds tracked by Wall St. Rank hold UNFI as of Q4 2025.

Clearstead Trust reported no remaining United Natural Foods position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 50 United Natural Foods shares in Q4 2025, an estimated $1.88K.
Clearstead Trust first reported a position in United Natural Foods in Q2 2025 and held it in 2 quarters.
Clearstead Trust's United Natural Foods position peaked at $1.88K in Q3 2025.
316 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.