Creative Planning’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $899K | Buy |
19,945
+5,007
| +34% | +$192K | ﹤0.01% | 2547 |
|
|
2025
Q4 | $503K | Sell |
14,938
-192
| -1% | -$7.14K | ﹤0.01% | 2839 |
|
|
2025
Q3 | $569K | Sell |
15,130
-588
| -4% | -$16.1K | ﹤0.01% | 2598 |
|
|
2025
Q2 | $366K | Buy |
15,718
+817
| +5% | +$21.3K | ﹤0.01% | 2730 |
|
|
2025
Q1 | $408K | Buy |
14,901
+23
| +0.2% | +$666 | ﹤0.01% | 2485 |
|
|
2024
Q4 | $406K | Buy |
14,878
+1,372
| +10% | +$31.6K | ﹤0.01% | 2415 |
|
|
2024
Q3 | $227K | Buy |
13,506
+953
| +8% | +$13.6K | ﹤0.01% | 2740 |
|
|
2024
Q2 | $164K | Buy |
+12,553
| New | +$141K | ﹤0.01% | 2730 |
|
|
2023
Q3 | – | Sell |
-11,485
| Closed | -$225K | – | 3040 |
|
|
2023
Q2 | $225K | Sell |
11,485
-50,476
| -81% | -$1.27M | ﹤0.01% | 2130 |
|
|
2023
Q1 | $1.63M | Buy |
61,961
+44,320
| +251% | +$1.62M | ﹤0.01% | 866 |
|
|
2022
Q4 | $683K | Buy |
17,641
+3,933
| +29% | +$163K | ﹤0.01% | 1247 |
|
|
2022
Q3 | $471K | Buy |
13,708
+3,158
| +30% | +$135K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $416K | Buy |
10,550
+49
| +0.5% | +$2.06K | ﹤0.01% | 1420 |
|
|
2022
Q1 | $434K | Buy |
10,501
+2,898
| +38% | +$119K | ﹤0.01% | 1408 |
|
|
2021
Q4 | $373K | Hold |
7,603
| – | – | ﹤0.01% | 1482 |
|
|
2021
Q3 | $368K | Sell |
7,603
-7,015
| -48% | -$248K | ﹤0.01% | 1479 |
|
|
2021
Q2 | $540K | Buy |
+14,618
| New | +$532K | ﹤0.01% | 1238 |
|
|
2019
Q2 | – | Sell |
-45,207
| Closed | -$598K | – | 2123 |
|
|
2019
Q1 | $598K | Buy |
+45,207
| New | +$610K | ﹤0.01% | 945 |
|
|
2017
Q3 | – | Sell |
-302
| Closed | -$11K | – | 3612 |
|
|
2017
Q2 | $11K | Buy |
302
+90
| +42% | +$3.61K | ﹤0.01% | 3582 |
|
|
2017
Q1 | $9K | Sell |
212
-200
| -49% | -$9K | ﹤0.01% | 3671 |
|
|
2016
Q4 | $20K | Buy |
412
+115
| +39% | +$5.16K | ﹤0.01% | 3094 |
|
|
2016
Q3 | $12K | Buy |
+297
| New | +$13.6K | ﹤0.01% | 3407 |
|
|
2016
Q2 | – | Sell |
-928
| Closed | -$37K | – | 4534 |
|
|
2016
Q1 | $37K | Sell |
928
-1,007
| -52% | -$37.2K | ﹤0.01% | 2314 |
|
|
2015
Q4 | $76K | Hold |
1,935
| – | – | ﹤0.01% | 1802 |
|
|
2015
Q3 | $94K | Buy |
+1,935
| New | +$99.4K | ﹤0.01% | 1635 |
|
|
2015
Q2 | – | Sell |
-1,935
| Closed | -$149K | – | 2920 |
|
|
2015
Q1 | $149K | Sell |
1,935
-700
| -27% | -$54.9K | ﹤0.01% | 1347 |
|
|
2014
Q4 | $204K | Buy |
2,635
+99
| +4% | +$7K | ﹤0.01% | 1127 |
|
|
2014
Q3 | $156K | Buy |
2,536
+36
| +1% | +$2.26K | ﹤0.01% | 1206 |
|
|
2014
Q2 | $163K | Sell |
2,500
-64
| -2% | -$4.28K | ﹤0.01% | 1147 |
|
|
2014
Q1 | $182K | Buy |
2,564
+1,900
| +286% | +$135K | ﹤0.01% | 1045 |
|
|
2013
Q4 | $50K | Sell |
664
-40
| -6% | -$2.82K | ﹤0.01% | 1611 |
|
|
2013
Q3 | $47K | Buy |
704
+346
| +97% | +$21K | ﹤0.01% | 1551 |
|
|
2013
Q2 | $19K | Buy |
+358
| New | +$18.6K | ﹤0.01% | 1965 |
|
Other funds holding UNFI
VPM
VCM
Creative Planning's UNFI Position: Q1 2026 in Review
Creative Planning increased its United Natural Foods (UNFI) stake by 34% in Q1 2026, buying an estimated $192K and bringing the position to 19,945 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.
Creative Planning first reported a position in UNFI in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.63M in Q1 2023. 350 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.
- Creative Planning held 19,945 shares of United Natural Foods worth $899K as of Q1 2026.
- Creative Planning bought 5,007 United Natural Foods shares in Q1 2026, an estimated $192K.
- United Natural Foods made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2547 holding.
- Creative Planning first reported a position in United Natural Foods in Q2 2013 and has held it in 33 quarters since.
- Creative Planning's United Natural Foods position peaked at $1.63M in Q1 2023.
- 350 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.