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Private Advisory Group’s United Natural Foods UNFI Stock Holding History

Private Advisory Group’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 		$1.26M Buy
27,689
+2,168
+8% +$107K 0.07% 155
2026
Q1 		$1.15M Sell
25,521
-5,559
-18% -$213K 0.08% 147
2025
Q4 		$1.05M Buy
+31,080
New +$1.16M 0.08% 118

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 $3.37T AUM 44.26% 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

Private Advisory Group's UNFI Position: Q2 2026 in Review

Private Advisory Group increased its United Natural Foods (UNFI) stake by 8.5% in Q2 2026, buying an estimated $107K and bringing the position to 27,689 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #155.

Private Advisory Group first reported a position in UNFI in Q4 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Private Advisory Group held 27,689 shares of United Natural Foods worth $1.26M as of Q2 2026.
  • Private Advisory Group bought 2,168 United Natural Foods shares in Q2 2026, an estimated $107K.
  • United Natural Foods made up 0.07% of Private Advisory Group's portfolio in Q2 2026, its #155 holding.
  • Private Advisory Group first reported a position in United Natural Foods in Q4 2025 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.