Back to UNFI
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
| Period | Position 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
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $205K | 4.6K | — | — |
| Q3 2026 | $99K | 22.8K | — | — |
| Q2 2026 | $212K | 4.6K | — | — |
| Q2 2026 | $125K | 20.2K | — | — |
| Q1 2026 | $200K | 4.4K | — | — |
| Q1 2026 | $126K | 21.8K | — | — |
| Q4 2025 | $88K | 18.3K | — | — |