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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
Q2 		$1.1M Buy
24,192
+512
+2% +$25.4K 0.03% 434
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 $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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's UNFI Position: Q2 2026 in Review

Independent Advisor Alliance increased its United Natural Foods (UNFI) stake by 2.2% in Q2 2026, buying an estimated $25.4K and bringing the position to 24,192 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #434.

Independent Advisor Alliance first reported a position in UNFI in Q3 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Independent Advisor Alliance held 24,192 shares of United Natural Foods worth $1.1M as of Q2 2026.
  • Independent Advisor Alliance bought 512 United Natural Foods shares in Q2 2026, an estimated $25.4K.
  • United Natural Foods made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #434 holding.
  • Independent Advisor Alliance first reported a position in United Natural Foods in Q3 2025 and has held it in 4 quarters since.
  • 361 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.