Stephens Consulting’s United Natural Foods UNFI Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-15	Closed	-$411	–	1972
2025 Q1	$411	Buy	+15	New	+$435	﹤0.01%	1011

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's UNFI Position: Q2 2025 in Review

Stephens Consulting sold out of United Natural Foods (UNFI) in Q2 2025, closing a stake of 15 shares — an estimated $411 sold.

Stephens Consulting first reported a position in UNFI in Q1 2025 and held it in 1 quarter. The position peaked at $411 in Q1 2025. 267 funds tracked by Wall St. Rank hold UNFI as of Q2 2025.

Stephens Consulting reported no remaining United Natural Foods position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 United Natural Foods shares in Q2 2025, an estimated $411.
Stephens Consulting first reported a position in United Natural Foods in Q1 2025 and held it in 1 quarter.
Stephens Consulting's United Natural Foods position peaked at $411 in Q1 2025.
267 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.