Private Wealth Management Group’s United Natural Foods UNFI Stock Holding History

Private Wealth Management 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	$2.28K	Hold	50	–	–	﹤0.01%	1118
2026 Q1	$2.25K	Hold	50	–	–	﹤0.01%	1050
2025 Q4	$1.68K	Hold	50	–	–	﹤0.01%	1143
2025 Q3	$1.88K	Hold	50	–	–	﹤0.01%	1126
2025 Q2	$1.17K	Hold	50	–	–	﹤0.01%	1230
2025 Q1	$1.37K	Hold	50	–	–	﹤0.01%	1187
2024 Q4	$1.37K	Hold	50	–	–	﹤0.01%	1214
2024 Q3	$841	Hold	50	–	–	﹤0.01%	1331
2024 Q2	$655	Buy	50 +6	+14%	+$67	﹤0.01%	1384
2024 Q1	$506	Buy	+44	New	+$639	﹤0.01%	1444

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

Private Wealth Management Group's UNFI Position: Q2 2026 in Review

Private Wealth Management Group held its United Natural Foods (UNFI) position steady in Q2 2026 at 50 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Private Wealth Management Group first reported a position in UNFI in Q1 2024 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

Private Wealth Management Group held 50 shares of United Natural Foods worth $2.28K as of Q2 2026.
Private Wealth Management Group left its United Natural Foods share count unchanged in Q2 2026.
United Natural Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1118 holding.
Private Wealth Management Group first reported a position in United Natural Foods in Q1 2024 and has held it in 10 quarters since.
358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.