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Rothschild Investment LLC’s United Natural Foods UNFI Stock Holding History

Rothschild Investment LLC’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 		$6.67K Buy
146
+30
+26% +$1.49K ﹤0.01% 2119
2026
Q1 		$5.23K Buy
116
+19
+20% +$728 ﹤0.01% 2032
2025
Q4 		$3.27K Buy
97
+2
+2% +$74 ﹤0.01% 2113
2025
Q3 		$3.57K Hold
95
– – ﹤0.01% 1873
2025
Q2 		$2.21K Hold
95
– – ﹤0.01% 2007
2025
Q1 		$2.6K Buy
95
+20
+27% +$579 ﹤0.01% 1741
2024
Q4 		$2.05K Buy
75
+5
+7% +$115 ﹤0.01% 1787
2024
Q3 		$1.18K Buy
70
+60
+600% +$858 ﹤0.01% 2050
2024
Q2 		$131 Hold
10
– – ﹤0.01% 2633
2024
Q1 		$115 Buy
+10
New +$145 ﹤0.01% 2141

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Rothschild Investment LLC's UNFI Position: Q2 2026 in Review

Rothschild Investment LLC increased its United Natural Foods (UNFI) stake by 26% in Q2 2026, buying an estimated $1.49K and bringing the position to 146 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Rothschild Investment LLC first reported a position in UNFI in Q1 2024 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Rothschild Investment LLC held 146 shares of United Natural Foods worth $6.67K as of Q2 2026.
  • Rothschild Investment LLC bought 30 United Natural Foods shares in Q2 2026, an estimated $1.49K.
  • United Natural Foods made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2119 holding.
  • Rothschild Investment LLC first reported a position in United Natural Foods in Q1 2024 and has held it in 10 quarters since.
  • 143 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.