Principal Securities’s United Natural Foods UNFI Stock Holding History

Principal Securities’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
2025 Q3	–	Sell	-13	Closed	-$303	–	3848
2025 Q2	$303	Buy	+13	New	+$339	﹤0.01%	3560

Other funds holding UNFI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Principal Securities's UNFI Position: Q3 2025 in Review

Principal Securities sold out of United Natural Foods (UNFI) in Q3 2025, closing a stake of 13 shares — an estimated $303 sold.

Principal Securities first reported a position in UNFI in Q2 2025 and held it in 1 quarter. The position peaked at $303 in Q2 2025. 283 funds tracked by Wall St. Rank hold UNFI as of Q3 2025.

Principal Securities reported no remaining United Natural Foods position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 13 United Natural Foods shares in Q3 2025, an estimated $303.
Principal Securities first reported a position in United Natural Foods in Q2 2025 and held it in 1 quarter.
Principal Securities's United Natural Foods position peaked at $303 in Q2 2025.
283 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.