Pinnacle Wealth Planning Services’s United Natural Foods UNFI Stock Holding History

Pinnacle Wealth Planning 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 Q1	$52.4K	Buy	1,163 +45	+4%	+$1.72K	0.01%	1176
2025 Q4	$37.6K	Buy	+1,118	New	+$41.6K	﹤0.01%	1388
2022 Q1	–	Sell	-4,834	Closed	-$238K	–	481
2021 Q4	$238K	Sell	4,834 -271	-5%	-$13.1K	0.05%	317
2021 Q3	$247K	Buy	+5,105	New	+$181K	0.05%	282
2021 Q1	–	Sell	-4,070	Closed	-$65K	–	1853
2020 Q4	$65K	Buy	+4,070	New	+$68.1K	0.02%	669

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's UNFI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its United Natural Foods (UNFI) stake by 4% in Q1 2026, buying an estimated $1.72K and bringing the position to 1,163 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #1176.

Pinnacle Wealth Planning Services first reported a position in UNFI in Q4 2020 and has held it in 5 quarters since. The position peaked at $247K in Q3 2021. 350 funds tracked by Wall St. Rank hold UNFI as of Q1 2026.

Pinnacle Wealth Planning Services held 1,163 shares of United Natural Foods worth $52.4K as of Q1 2026.
Pinnacle Wealth Planning Services bought 45 United Natural Foods shares in Q1 2026, an estimated $1.72K.
United Natural Foods made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1176 holding.
Pinnacle Wealth Planning Services first reported a position in United Natural Foods in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's United Natural Foods position peaked at $247K in Q3 2021.
350 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.