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Golden State Wealth Management’s United Natural Foods UNFI Stock Holding History

Golden State 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
Q2 		$131K Buy
2,863
+1,482
+107% +$73.4K 0.01% 502
2026
Q1 		$62.2K Buy
1,381
+1,343
+3,534% +$51.4K 0.01% 632
2025
Q4 		$1.28K Hold
38
– – ﹤0.01% 1469
2025
Q3 		$1.43K Hold
38
– – ﹤0.01% 1451
2025
Q2 		$886 Buy
+38
New +$991 ﹤0.01% 1446

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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

Golden State Wealth Management's UNFI Position: Q2 2026 in Review

Golden State Wealth Management increased its United Natural Foods (UNFI) stake by 107% in Q2 2026, buying an estimated $73.4K and bringing the position to 2,863 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #502.

Golden State Wealth Management first reported a position in UNFI in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Golden State Wealth Management held 2,863 shares of United Natural Foods worth $131K as of Q2 2026.
  • Golden State Wealth Management bought 1,482 United Natural Foods shares in Q2 2026, an estimated $73.4K.
  • United Natural Foods made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Golden State Wealth Management first reported a position in United Natural Foods in Q2 2025 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.