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Elevated Financial Group’s United Natural Foods UNFI Stock Holding History

Elevated Financial Group’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 		$675K Buy
14,779
+4,200
+40% +$208K 0.19% 60
2026
Q1 		$477K Buy
10,579
+788
+8% +$30.2K 0.16% 78
2025
Q4 		$330K Buy
+9,791
New +$364K 0.11% 97

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

Elevated Financial Group's UNFI Position: Q2 2026 in Review

Elevated Financial Group increased its United Natural Foods (UNFI) stake by 40% in Q2 2026, buying an estimated $208K and bringing the position to 14,779 shares worth $675K. The position accounts for 0.19% of the portfolio, ranked #60.

Elevated Financial Group first reported a position in UNFI in Q4 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Elevated Financial Group held 14,779 shares of United Natural Foods worth $675K as of Q2 2026.
  • Elevated Financial Group bought 4,200 United Natural Foods shares in Q2 2026, an estimated $208K.
  • United Natural Foods made up 0.19% of Elevated Financial Group's portfolio in Q2 2026, its #60 holding.
  • Elevated Financial Group first reported a position in United Natural Foods in Q4 2025 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.