MWA
UNFI icon

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

Medallion 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
Q1 		$3.38K Hold
75
– – ﹤0.01% 936
2025
Q4 		$2.52K Hold
75
– – ﹤0.01% 957
2025
Q3 		$2.82K Hold
75
– – ﹤0.01% 936
2025
Q2 		$1.75K Hold
75
– – ﹤0.01% 971
2025
Q1 		$2.05K Hold
75
– – ﹤0.01% 915
2024
Q4 		$2.05K Buy
+75
New +$1.73K ﹤0.01% 853

Other funds holding UNFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's UNFI Position: Q1 2026 in Review

Medallion Wealth Advisors held its United Natural Foods (UNFI) position steady in Q1 2026 at 75 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Medallion Wealth Advisors first reported a position in UNFI in Q4 2024 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

  • Medallion Wealth Advisors held 75 shares of United Natural Foods worth $3.38K as of Q1 2026.
  • Medallion Wealth Advisors left its United Natural Foods share count unchanged in Q1 2026.
  • United Natural Foods made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #936 holding.
  • Medallion Wealth Advisors first reported a position in United Natural Foods in Q4 2024 and has held it in 6 quarters since.
  • 350 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.