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Lloyd Advisory Services’s United Natural Foods UNFI Stock Holding History

Lloyd 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
Q2 		– Sell
-178
Closed -$8.02K – 988
2026
Q1 		$8.02K Buy
+178
New +$6.82K ﹤0.01% 502

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG Americas Securities
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Lloyd Advisory Services's UNFI Position: Q2 2026 in Review

Lloyd Advisory Services sold out of United Natural Foods (UNFI) in Q2 2026, closing a stake of 178 shares — an estimated $8.02K sold.

Lloyd Advisory Services first reported a position in UNFI in Q1 2026 and held it in 1 quarter. The position peaked at $8.02K in Q1 2026. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Lloyd Advisory Services reported no remaining United Natural Foods position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 178 United Natural Foods shares in Q2 2026, an estimated $8.02K.
  • Lloyd Advisory Services first reported a position in United Natural Foods in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's United Natural Foods position peaked at $8.02K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.