Moneta Group Investment Advisors’s United Natural Foods UNFI Stock Holding History

Moneta Group Investment 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	$1.25M	Hold	27,358	–	–	0.01%	359
2026 Q1	$1.23M	Buy	27,358 +425	+2%	+$16.3K	0.01%	335
2025 Q4	$907K	Buy	26,933 +10	+0%	+$372	0.01%	378
2025 Q3	$1.01M	Hold	26,923	–	–	0.01%	352
2025 Q2	$628K	Hold	26,923	–	–	0.01%	390
2025 Q1	$737K	Hold	26,923	–	–	0.01%	332
2024 Q4	$735K	Sell	26,923 -17,497	-39%	-$403K	0.01%	325
2024 Q3	$747K	Buy	44,420 +4,147	+10%	+$59.3K	0.01%	321
2024 Q2	$528K	Buy	+40,273	New	+$452K	0.01%	383

Other funds holding UNFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Moneta Group Investment Advisors's UNFI Position: Q2 2026 in Review

Moneta Group Investment Advisors held its United Natural Foods (UNFI) position steady in Q2 2026 at 27,358 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #359.

Moneta Group Investment Advisors first reported a position in UNFI in Q2 2024 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

Moneta Group Investment Advisors held 27,358 shares of United Natural Foods worth $1.25M as of Q2 2026.
Moneta Group Investment Advisors left its United Natural Foods share count unchanged in Q2 2026.
United Natural Foods made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #359 holding.
Moneta Group Investment Advisors first reported a position in United Natural Foods in Q2 2024 and has held it in 9 quarters since.
361 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.