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Plato Investment Management’s United Natural Foods UNFI Stock Holding History

Plato Investment Management’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 		$244K Buy
5,384
+4,300
+397% +$213K 0.01% 398
2026
Q1 		$48.9K Sell
1,084
-7,770
-88% -$298K ﹤0.01% 450
2025
Q4 		$300K Buy
+8,854
New +$329K 0.02% 378

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Plato Investment Management's UNFI Position: Q2 2026 in Review

Plato Investment Management increased its United Natural Foods (UNFI) stake by 397% in Q2 2026, buying an estimated $213K and bringing the position to 5,384 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #398.

Plato Investment Management first reported a position in UNFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 361 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Plato Investment Management held 5,384 shares of United Natural Foods worth $244K as of Q2 2026.
  • Plato Investment Management bought 4,300 United Natural Foods shares in Q2 2026, an estimated $213K.
  • United Natural Foods made up 0.01% of Plato Investment Management's portfolio in Q2 2026, its #398 holding.
  • Plato Investment Management first reported a position in United Natural Foods in Q4 2025 and has held it in 3 quarters since.
  • Plato Investment Management's United Natural Foods position peaked at $300K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.