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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
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
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

Moneta Group Investment Advisors's UNFI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its United Natural Foods (UNFI) stake by 1.6% in Q1 2026, buying an estimated $16.3K and bringing the position to 27,358 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #335.

Moneta Group Investment Advisors first reported a position in UNFI in Q2 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

  • Moneta Group Investment Advisors held 27,358 shares of United Natural Foods worth $1.23M as of Q1 2026.
  • Moneta Group Investment Advisors bought 425 United Natural Foods shares in Q1 2026, an estimated $16.3K.
  • United Natural Foods made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #335 holding.
  • Moneta Group Investment Advisors first reported a position in United Natural Foods in Q2 2024 and has held it in 8 quarters since.
  • 350 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.