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HB Wealth Management, LLC → UNFI

HB Wealth Management, LLC UNFI Position History

United Natural Foods, Inc. • Consumer Defensive

Quarters held
7
Latest value
$205K
Q3 2026
Peak value
$212K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$88K
Q1 2026$126K
Q1 2026$200K
Q2 2026$125K
Q2 2026$212K
Q3 2026$99K
Q3 2026$205K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$205K4.6K——
Q3 2026$99K22.8K——
Q2 2026$212K4.6K——
Q2 2026$125K20.2K——
Q1 2026$200K4.4K——
Q1 2026$126K21.8K——
Q4 2025$88K18.3K——

Other funds holding UNFI

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B