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Independent Advisor Alliance’s United Natural Foods UNFI Stock Holding History

Independent Advisor Alliance’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
Q1 		$1.07M Buy
23,680
+6,527
+38% +$250K 0.01% 801
2025
Q4 		$578K Buy
17,153
+6,321
+58% +$235K 0.01% 606
2025
Q3 		$408K Buy
+10,832
New +$297K 0.01% 683

Other funds holding UNFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's UNFI Position: Q1 2026 in Review

Independent Advisor Alliance increased its United Natural Foods (UNFI) stake by 38% in Q1 2026, buying an estimated $250K and bringing the position to 23,680 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #801.

Independent Advisor Alliance first reported a position in UNFI in Q3 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

  • Independent Advisor Alliance held 23,680 shares of United Natural Foods worth $1.07M as of Q1 2026.
  • Independent Advisor Alliance bought 6,527 United Natural Foods shares in Q1 2026, an estimated $250K.
  • United Natural Foods made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #801 holding.
  • Independent Advisor Alliance first reported a position in United Natural Foods in Q3 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.