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Spire Wealth Management’s United Natural Foods UNFI Stock Holding History

Spire Wealth Management’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
-792
Closed -$18.5K – 2489
2025
Q2 		$18.5K Sell
792
-1,533
-66% -$40K ﹤0.01% 1539
2025
Q1 		$63.7K Sell
2,325
-12
-0.5% -$348 ﹤0.01% 1197
2024
Q4 		$63.8K Sell
2,337
-1,913
-45% -$44.1K ﹤0.01% 1193
2024
Q3 		$71.5K Hold
4,250
– – ﹤0.01% 1025
2024
Q2 		$55.7K Buy
4,250
+1,020
+32% +$11.5K ﹤0.01% 1079
2024
Q1 		$37.1K Buy
3,230
+1,310
+68% +$19K ﹤0.01% 1311
2023
Q4 		$28.1K Hold
1,920
– – ﹤0.01% 1413
2023
Q3 		$27.1K Hold
1,920
– – ﹤0.01% 1388
2023
Q2 		$37.5K Sell
1,920
-86
-4% -$2.16K ﹤0.01% 1324
2023
Q1 		$52.9K Buy
2,006
+748
+59% +$27.3K ﹤0.01% 1181
2022
Q4 		$49K Buy
1,258
+43
+4% +$1.78K ﹤0.01% 1001
2022
Q3 		$42K Sell
1,215
-490
-29% -$20.9K ﹤0.01% 1015
2022
Q2 		$67K Sell
1,705
-1,705
-50% -$71.6K ﹤0.01% 1178
2022
Q1 		$141K Sell
3,410
-440
-11% -$18K ﹤0.01% 1048
2021
Q4 		$189K Sell
3,850
-550
-13% -$26.6K ﹤0.01% 1122
2021
Q3 		$213K Sell
4,400
-2,860
-39% -$101K 0.01% 891
2021
Q2 		$268K Sell
7,260
-2,850
-28% -$104K 0.01% 822
2021
Q1 		$333K Buy
+10,110
New +$282K 0.01% 808

Other funds holding UNFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
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

Spire Wealth Management's UNFI Position: Q3 2025 in Review

Spire Wealth Management sold out of United Natural Foods (UNFI) in Q3 2025, closing a stake of 792 shares — an estimated $18.5K sold.

Spire Wealth Management first reported a position in UNFI in Q1 2021 and held it in 18 quarters. The position peaked at $333K in Q1 2021. 283 funds tracked by Wall St. Rank hold UNFI as of Q3 2025.

  • Spire Wealth Management reported no remaining United Natural Foods position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 792 United Natural Foods shares in Q3 2025, an estimated $18.5K.
  • Spire Wealth Management first reported a position in United Natural Foods in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's United Natural Foods position peaked at $333K in Q1 2021.
  • 283 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.