GWM
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Gilpin Wealth Management’s United Natural Foods UNFI Stock Holding History

Gilpin Wealth Management’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 		$404 Hold
9
– – ﹤0.01% 915
2026
Q2 		$412 Hold
9
– – ﹤0.01% 739
2026
Q1 		$406 Buy
9
+4
+80% +$153 ﹤0.01% 683
2025
Q4 		$169 Buy
+5
New +$186 ﹤0.01% 707

Other funds holding UNFI

AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
GI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's UNFI Position: Q3 2026 in Review

Gilpin Wealth Management held its United Natural Foods (UNFI) position steady in Q3 2026 at 9 shares worth $404. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Gilpin Wealth Management first reported a position in UNFI in Q4 2025 and has held it in 4 quarters since. The position peaked at $412 in Q2 2026. 9 funds tracked by Wall St. Rank hold UNFI as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of United Natural Foods worth $404 as of Q3 2026.
  • Gilpin Wealth Management left its United Natural Foods share count unchanged in Q3 2026.
  • United Natural Foods made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #915 holding.
  • Gilpin Wealth Management first reported a position in United Natural Foods in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's United Natural Foods position peaked at $412 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.