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Great Waters Wealth Management’s United Natural Foods UNFI Stock Holding History

Great Waters 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 		– Sell
-5,352
Closed -$241K – 128
2026
Q1 		$241K Buy
+5,352
New +$205K 0.03% 107
2025
Q4 		– Sell
-5,352
Closed -$201K – 119
2025
Q3 		$201K Buy
+5,352
New +$147K 0.02% 111

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

Great Waters Wealth Management's UNFI Position: Q2 2026 in Review

Great Waters Wealth Management sold out of United Natural Foods (UNFI) in Q2 2026, closing a stake of 5,352 shares — an estimated $241K sold.

Great Waters Wealth Management first reported a position in UNFI in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 360 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Great Waters Wealth Management reported no remaining United Natural Foods position as of Q2 2026 after selling out during the quarter.
  • Great Waters Wealth Management sold 5,352 United Natural Foods shares in Q2 2026, an estimated $241K.
  • Great Waters Wealth Management first reported a position in United Natural Foods in Q3 2025 and held it in 2 quarters.
  • Great Waters Wealth Management's United Natural Foods position peaked at $241K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.