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JFS Wealth Advisors’s United Natural Foods UNFI Stock Holding History

JFS Wealth Advisors’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 		$412 Buy
+9
New +$446 ﹤0.01% 1998
2024
Q2 		– Sell
-28
Closed -$322 – 2047
2024
Q1 		$322 Sell
28
-208
-88% -$3.02K ﹤0.01% 1853
2023
Q4 		$3.83K Buy
236
+234
+11,700% +$3.56K ﹤0.01% 1159
2023
Q3 		$29 Sell
2
-22
-92% -$430 ﹤0.01% 1951
2023
Q2 		$470 Buy
+24
New +$603 ﹤0.01% 1769
2023
Q1 		– Sell
-38
Closed -$1.47K – 1991
2022
Q4 		$1.47K Buy
38
+1
+3% +$41 ﹤0.01% 1487
2022
Q3 		$1K Buy
37
+9
+32% +$383 ﹤0.01% 1668
2022
Q2 		$1K Buy
28
+7
+33% +$294 ﹤0.01% 1664
2022
Q1 		$1K Buy
21
+13
+163% +$532 ﹤0.01% 1747
2021
Q4 		$0 Buy
+8
New +$387 ﹤0.01% 1887
2019
Q2 		– Sell
-313
Closed -$4K – 484
2019
Q1 		$4K Hold
313
– – ﹤0.01% 409
2018
Q4 		$3K Buy
+313
New +$6.58K ﹤0.01% 414

Other funds holding UNFI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

JFS Wealth Advisors's UNFI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in United Natural Foods (UNFI) in Q2 2026: 9 shares worth $412. The stake represents ﹤0.01% of the portfolio and ranks #1998 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in UNFI as recently as Q1 2024.

JFS Wealth Advisors first reported a position in UNFI in Q4 2018 and has held it in 12 quarters since. The position peaked at $4K in Q1 2019. 24 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • JFS Wealth Advisors held 9 shares of United Natural Foods worth $412 as of Q2 2026.
  • United Natural Foods was a new JFS Wealth Advisors position in Q2 2026.
  • United Natural Foods made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1998 holding.
  • JFS Wealth Advisors first reported a position in United Natural Foods in Q4 2018 and has held it in 12 quarters since.
  • JFS Wealth Advisors's United Natural Foods position peaked at $4K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.