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Essential Partners’s United Natural Foods UNFI Stock Holding History

Essential Partners’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
Q3 		$134 Sell
3
-1
-25% -$47 ﹤0.01% 2662
2026
Q2 		$183 Buy
4
+1
+33% +$50 ﹤0.01% 2656
2026
Q1 		$135 Buy
+3
New +$115 ﹤0.01% 2673

Other funds holding UNFI

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's UNFI Position: Q3 2026 in Review

Essential Partners reduced its United Natural Foods (UNFI) stake by 25% in Q3 2026, selling an estimated $47 and leaving 3 shares worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Essential Partners first reported a position in UNFI in Q1 2026 and has held it in 3 quarters since. The position peaked at $183 in Q2 2026. 24 funds tracked by Wall St. Rank hold UNFI as of Q3 2026.

  • Essential Partners held 3 shares of United Natural Foods worth $134 as of Q3 2026.
  • Essential Partners sold 1 United Natural Foods share in Q3 2026, an estimated $47.
  • United Natural Foods made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2662 holding.
  • Essential Partners first reported a position in United Natural Foods in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's United Natural Foods position peaked at $183 in Q2 2026.
  • 24 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.