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Evolve Private Wealth’s United Natural Foods UNFI Stock Holding History

Evolve Private Wealth’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 		$727K Buy
15,926
+529
+3% +$26.2K 0.04% 379
2026
Q1 		$694K Buy
15,397
+853
+6% +$32.7K 0.04% 445
2025
Q4 		$490K Buy
+14,544
New +$541K 0.03% 538

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

Evolve Private Wealth's UNFI Position: Q2 2026 in Review

Evolve Private Wealth increased its United Natural Foods (UNFI) stake by 3.4% in Q2 2026, buying an estimated $26.2K and bringing the position to 15,926 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #379.

Evolve Private Wealth first reported a position in UNFI in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Evolve Private Wealth held 15,926 shares of United Natural Foods worth $727K as of Q2 2026.
  • Evolve Private Wealth bought 529 United Natural Foods shares in Q2 2026, an estimated $26.2K.
  • United Natural Foods made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #379 holding.
  • Evolve Private Wealth first reported a position in United Natural Foods in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.