Global Retirement Partners’s United Natural Foods UNFI Stock Holding History

Global Retirement 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
2025 Q4	$1.89K	Buy	+56	New	+$2.08K	﹤0.01%	3747
2023 Q1	–	Sell	-7	Closed	-$271	–	3348
2022 Q4	$271	Hold	7	–	–	﹤0.01%	2897
2022 Q3	$0	Sell	7 -20	-74%	-$852	﹤0.01%	2991
2022 Q2	$1K	Buy	27 +3	+13%	+$126	﹤0.01%	2585
2022 Q1	$1K	Buy	+24	New	+$982	﹤0.01%	2540
2017 Q2	–	Sell	-148	Closed	-$6K	–	1178
2017 Q1	$6K	Hold	148	–	–	﹤0.01%	886
2016 Q4	$7K	Buy	+148	New	+$6.64K	﹤0.01%	794

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's UNFI Position: Q4 2025 in Review

Global Retirement Partners opened a new position in United Natural Foods (UNFI) in Q4 2025: 56 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #3747 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UNFI as recently as Q4 2022.

Global Retirement Partners first reported a position in UNFI in Q4 2016 and has held it in 7 quarters since. The position peaked at $7K in Q4 2016. 316 funds tracked by Wall St. Rank hold UNFI as of Q4 2025.

Global Retirement Partners held 56 shares of United Natural Foods worth $1.89K as of Q4 2025.
United Natural Foods was a new Global Retirement Partners position in Q4 2025.
United Natural Foods made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3747 holding.
Global Retirement Partners first reported a position in United Natural Foods in Q4 2016 and has held it in 7 quarters since.
Global Retirement Partners's United Natural Foods position peaked at $7K in Q4 2016.
316 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.