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Innealta Capital’s United Natural Foods UNFI Stock Holding History

Innealta 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
Q4 		– Sell
-6,185
Closed -$233K – 112
2025
Q3 		$233K Buy
+6,185
New +$170K 0.12% 80
2024
Q3 		– Sell
-7,409
Closed -$97.1K – 1601
2024
Q2 		$97.1K Buy
+7,409
New +$83.2K 0.03% 220

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Innealta Capital's UNFI Position: Q4 2025 in Review

Innealta Capital sold out of United Natural Foods (UNFI) in Q4 2025, closing a stake of 6,185 shares — an estimated $233K sold.

Innealta Capital first reported a position in UNFI in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 316 funds tracked by Wall St. Rank hold UNFI as of Q4 2025.

  • Innealta Capital reported no remaining United Natural Foods position as of Q4 2025 after selling out during the quarter.
  • Innealta Capital sold 6,185 United Natural Foods shares in Q4 2025, an estimated $233K.
  • Innealta Capital first reported a position in United Natural Foods in Q2 2024 and held it in 2 quarters.
  • Innealta Capital's United Natural Foods position peaked at $233K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2025.

Based on Innealta Capital's 13F filing for Q4 2025, filed 30 Jan 2026.