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Optimize Financial’s United Natural Foods UNFI Stock Holding History

Optimize Financial’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 		– Sell
-20,963
Closed -$706K – 458
2025
Q4 		$706K Buy
20,963
+300
+1% +$11.2K 0.36% 66
2025
Q3 		$777K Buy
20,663
+3,687
+22% +$101K 0.4% 52
2025
Q2 		$396K Sell
16,976
-122
-0.7% -$3.18K 0.24% 117
2025
Q1 		$468K Sell
17,098
-13,848
-45% -$401K 0.18% 94
2024
Q4 		$845K Buy
+30,946
New +$713K 0.63% 39

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's UNFI Position: Q1 2026 in Review

Optimize Financial sold out of United Natural Foods (UNFI) in Q1 2026, closing a stake of 20,963 shares — an estimated $706K sold.

Optimize Financial first reported a position in UNFI in Q4 2024 and held it in 5 quarters. The position peaked at $845K in Q4 2024. 352 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

  • Optimize Financial reported no remaining United Natural Foods position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 20,963 United Natural Foods shares in Q1 2026, an estimated $706K.
  • Optimize Financial first reported a position in United Natural Foods in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's United Natural Foods position peaked at $845K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.