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 Q2	$54.4K	Buy	1,192 +29	+2%	+$1.44K	0.01%	1223
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 $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

Pinnacle Wealth Planning Services's UNFI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its United Natural Foods (UNFI) stake by 2.5% in Q2 2026, buying an estimated $1.44K and bringing the position to 1,192 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #1223.

Pinnacle Wealth Planning Services first reported a position in UNFI in Q4 2020 and has held it in 6 quarters since. The position peaked at $247K in Q3 2021. 361 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

Pinnacle Wealth Planning Services held 1,192 shares of United Natural Foods worth $54.4K as of Q2 2026.
Pinnacle Wealth Planning Services bought 29 United Natural Foods shares in Q2 2026, an estimated $1.44K.
United Natural Foods made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1223 holding.
Pinnacle Wealth Planning Services first reported a position in United Natural Foods in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's United Natural Foods position peaked at $247K in Q3 2021.
361 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.