EverSource Wealth Advisors’s United Natural Foods UNFI Stock Holding History

EverSource Wealth Advisors’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	$3.01K	Sell	66 -659	-91%	-$32.6K	﹤0.01%	3530
2026 Q1	$32.7K	Sell	725 -161	-18%	-$6.17K	﹤0.01%	2198
2025 Q4	$29.8K	Sell	886 -175	-16%	-$6.51K	﹤0.01%	2113
2025 Q3	$39.9K	Sell	1,061 -271	-20%	-$7.43K	﹤0.01%	1867
2025 Q2	$31K	Buy	1,332 +609	+84%	+$15.9K	﹤0.01%	1958
2025 Q1	$19.8K	Buy	723 +129	+22%	+$3.74K	﹤0.01%	1693
2024 Q4	$16.2K	Hold	594	–	–	﹤0.01%	1742
2024 Q3	$9.99K	Hold	594	–	–	﹤0.01%	1865
2024 Q2	$9.21K	Buy	+594	New	+$6.67K	﹤0.01%	1900
2024 Q1	–	Sell	-98	Closed	-$1.59K	–	2991
2023 Q4	$1.59K	Buy	98 +49	+100%	+$745	﹤0.01%	2248
2023 Q3	$693	Hold	49	–	–	﹤0.01%	2325
2023 Q2	$958	Buy	49 +8	+20%	+$201	﹤0.01%	2249
2023 Q1	$1.08K	Sell	41 -244	-86%	-$8.89K	﹤0.01%	2094
2022 Q4	$11K	Hold	285	–	–	﹤0.01%	1295
2022 Q3	$9K	Buy	285 +24	+9%	+$1.02K	﹤0.01%	1174
2022 Q2	$10K	Hold	261	–	–	﹤0.01%	1043
2022 Q1	$10K	Hold	261	–	–	﹤0.01%	987
2021 Q4	$13K	Buy	+261	New	+$12.6K	﹤0.01%	869

Other funds holding UNFI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

EverSource Wealth Advisors's UNFI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its United Natural Foods (UNFI) stake by 91% in Q2 2026, selling an estimated $32.6K and leaving 66 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3530.

EverSource Wealth Advisors first reported a position in UNFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $39.9K in Q3 2025. 125 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

EverSource Wealth Advisors held 66 shares of United Natural Foods worth $3.01K as of Q2 2026.
EverSource Wealth Advisors sold 659 United Natural Foods shares in Q2 2026, an estimated $32.6K.
United Natural Foods made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3530 holding.
EverSource Wealth Advisors first reported a position in United Natural Foods in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's United Natural Foods position peaked at $39.9K in Q3 2025.
125 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.