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

Steinberganna 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
2026
Q2 		$311K Sell
6,808
-8,434
-55% -$418K 0.13% 99
2026
Q1 		$687K Buy
15,242
+400
+3% +$15.3K 0.33% 50
2025
Q4 		$500K Sell
14,842
-1,808
-11% -$67.2K 0.23% 59
2025
Q3 		$626K Buy
+16,650
New +$456K 0.29% 53

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

Steinberganna Wealth Management's UNFI Position: Q2 2026 in Review

Steinberganna Wealth Management reduced its United Natural Foods (UNFI) stake by 55% in Q2 2026, selling an estimated $418K and leaving 6,808 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #99.

Steinberganna Wealth Management first reported a position in UNFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $687K in Q1 2026. 357 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Steinberganna Wealth Management held 6,808 shares of United Natural Foods worth $311K as of Q2 2026.
  • Steinberganna Wealth Management sold 8,434 United Natural Foods shares in Q2 2026, an estimated $418K.
  • United Natural Foods made up 0.13% of Steinberganna Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Steinberganna Wealth Management first reported a position in United Natural Foods in Q3 2025 and has held it in 4 quarters since.
  • Steinberganna Wealth Management's United Natural Foods position peaked at $687K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.