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Sunrise Financial Services’s United Natural Foods UNFI Stock Holding History

Sunrise Financial Services’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 		$45.3K Hold
992
– – 0.03% 121
2026
Q1 		$44.7K Hold
992
– – 0.03% 122
2025
Q4 		$33.4K Buy
+992
New +$36.9K 0.03% 125

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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG Americas Securities
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Wellington Management Group
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sunrise Financial Services's UNFI Position: Q2 2026 in Review

Sunrise Financial Services held its United Natural Foods (UNFI) position steady in Q2 2026 at 992 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #121.

Sunrise Financial Services first reported a position in UNFI in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Sunrise Financial Services held 992 shares of United Natural Foods worth $45.3K as of Q2 2026.
  • Sunrise Financial Services left its United Natural Foods share count unchanged in Q2 2026.
  • United Natural Foods made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #121 holding.
  • Sunrise Financial Services first reported a position in United Natural Foods in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.