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IEQ Capital’s United Natural Foods UNFI Stock Holding History

IEQ Capital’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
Q2 		– Sell
-9,380
Closed -$257K – 2006
2025
Q1 		$257K Sell
9,380
-1,034
-10% -$30K ﹤0.01% 1250
2024
Q4 		$284K Sell
10,414
-398
-4% -$9.17K ﹤0.01% 1044
2024
Q3 		$182K Sell
10,812
-5,852
-35% -$83.7K ﹤0.01% 1070
2024
Q2 		$218K Buy
16,664
+1,664
+11% +$18.7K ﹤0.01% 894
2024
Q1 		$172K Hold
15,000
– – ﹤0.01% 899
2023
Q4 		$243K Buy
+15,000
New +$228K ﹤0.01% 787

Other funds holding UNFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's UNFI Position: Q2 2025 in Review

IEQ Capital sold out of United Natural Foods (UNFI) in Q2 2025, closing a stake of 9,380 shares — an estimated $257K sold.

IEQ Capital first reported a position in UNFI in Q4 2023 and held it in 6 quarters. The position peaked at $284K in Q4 2024. 267 funds tracked by Wall St. Rank hold UNFI as of Q2 2025.

  • IEQ Capital reported no remaining United Natural Foods position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 9,380 United Natural Foods shares in Q2 2025, an estimated $257K.
  • IEQ Capital first reported a position in United Natural Foods in Q4 2023 and held it in 6 quarters.
  • IEQ Capital's United Natural Foods position peaked at $284K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.