Level Four Advisory Services’s United Natural Foods UNFI Stock Holding History

Level Four Advisory 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
2026 Q1	$314K	Sell	6,959 -72	-1%	-$2.76K	0.01%	702
2025 Q4	$237K	Sell	7,031 -95	-1%	-$3.53K	0.01%	756
2025 Q3	$268K	Buy	+7,126	New	+$195K	0.01%	690

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Level Four Advisory Services's UNFI Position: Q1 2026 in Review

Level Four Advisory Services reduced its United Natural Foods (UNFI) stake by 1% in Q1 2026, selling an estimated $2.76K and leaving 6,959 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #702.

Level Four Advisory Services 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.

Level Four Advisory Services held 6,959 shares of United Natural Foods worth $314K as of Q1 2026.
Level Four Advisory Services sold 72 United Natural Foods shares in Q1 2026, an estimated $2.76K.
United Natural Foods made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #702 holding.
Level Four Advisory Services 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 Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.