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Coppell Advisory Solutions’s United Natural Foods UNFI Stock Holding History

Coppell Advisory Solutions’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
-420
Closed -$11K – 1778
2024
Q4 		$11K Hold
420
– – ﹤0.01% 1078
2024
Q3 		$7.03K Hold
420
– – ﹤0.01% 1175
2024
Q2 		$5.5K Buy
+420
New +$4.72K ﹤0.01% 1179
2023
Q4 		$6.82K Buy
+420
New +$6.39K ﹤0.01% 1036

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

Coppell Advisory Solutions's UNFI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of United Natural Foods (UNFI) in Q1 2025, closing a stake of 420 shares — an estimated $11K sold.

Coppell Advisory Solutions first reported a position in UNFI in Q4 2023 and held it in 4 quarters. The position peaked at $11K in Q4 2024. 272 funds tracked by Wall St. Rank hold UNFI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining United Natural Foods position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 420 United Natural Foods shares in Q1 2025, an estimated $11K.
  • Coppell Advisory Solutions first reported a position in United Natural Foods in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's United Natural Foods position peaked at $11K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.