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Kestra Private Wealth Services’s United Natural Foods UNFI Stock Holding History

Kestra Private Wealth Services’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
Q3 		– Sell
-8,821
Closed -$206K – 1754
2025
Q2 		$206K Buy
+8,821
New +$230K ﹤0.01% 1495

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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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Kestra Private Wealth Services's UNFI Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of United Natural Foods (UNFI) in Q3 2025, closing a stake of 8,821 shares — an estimated $206K sold.

Kestra Private Wealth Services first reported a position in UNFI in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 283 funds tracked by Wall St. Rank hold UNFI as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining United Natural Foods position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 8,821 United Natural Foods shares in Q3 2025, an estimated $206K.
  • Kestra Private Wealth Services first reported a position in United Natural Foods in Q2 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's United Natural Foods position peaked at $206K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.