Root Financial Partners
UNFI icon

Root Financial Partners’s United Natural Foods UNFI Stock Holding History

Root Financial Partners’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
Q3 		$1.43K Buy
+32
New +$1.51K ﹤0.01% 2791
2026
Q2 		– Sell
-32
Closed -$1.44K – 3031
2026
Q1 		$1.44K Buy
+32
New +$1.22K ﹤0.01% 2452

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Root Financial Partners's UNFI Position: Q3 2026 in Review

Root Financial Partners opened a new position in United Natural Foods (UNFI) in Q3 2026: 32 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #2791 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UNFI as recently as Q1 2026.

Root Financial Partners first reported a position in UNFI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.44K in Q1 2026. 276 funds tracked by Wall St. Rank hold UNFI as of Q3 2026.

  • Root Financial Partners held 32 shares of United Natural Foods worth $1.43K as of Q3 2026.
  • United Natural Foods was a new Root Financial Partners position in Q3 2026.
  • United Natural Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2791 holding.
  • Root Financial Partners first reported a position in United Natural Foods in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's United Natural Foods position peaked at $1.44K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.