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HB Wealth Management’s United Natural Foods UNFI Stock Holding History

HB 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 		$212K Buy
4,643
+202
+5% +$10K ﹤0.01% 1571
2026
Q1 		$200K Buy
+4,441
New +$170K ﹤0.01% 1447

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

HB Wealth Management's UNFI Position: Q2 2026 in Review

HB Wealth Management increased its United Natural Foods (UNFI) stake by 4.5% in Q2 2026, buying an estimated $10K and bringing the position to 4,643 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

HB Wealth Management first reported a position in UNFI in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • HB Wealth Management held 4,643 shares of United Natural Foods worth $212K as of Q2 2026.
  • HB Wealth Management bought 202 United Natural Foods shares in Q2 2026, an estimated $10K.
  • United Natural Foods made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1571 holding.
  • HB Wealth Management first reported a position in United Natural Foods in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.