WANY
UNFI icon

Wealthspire Advisors (New York)’s United Natural Foods UNFI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-327
Closed -$12.3K – 2790
2025
Q3 		$12.3K Buy
+327
New +$8.96K ﹤0.01% 1912

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s UNFI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of United Natural Foods (UNFI) in Q4 2025, closing a stake of 327 shares — an estimated $12.3K sold.

Wealthspire Advisors (New York) first reported a position in UNFI in Q3 2025 and held it in 1 quarter. The position peaked at $12.3K in Q3 2025. 316 funds tracked by Wall St. Rank hold UNFI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining United Natural Foods position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 327 United Natural Foods shares in Q4 2025, an estimated $12.3K.
  • Wealthspire Advisors (New York) first reported a position in United Natural Foods in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s United Natural Foods position peaked at $12.3K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.