Counterpoint Mutual Funds LLC UNFI — United Natural Foods Inc.

Ownership history in Counterpoint Mutual Funds LLC  ·  17 quarters on record

AI Ownership Summary

Counterpoint Mutual Funds LLC reported United Natural Foods Inc. (UNFI) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.63% in 2026 Q1. The latest visible filing shows UNFI at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Counterpoint Mutual Funds LLC's position in United Natural Foods Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNFI was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNFI stock page Counterpoint Mutual Funds LLC fund profile Counterpoint Mutual Funds LLC full holdings
How Counterpoint Mutual Funds LLC held UNFI — position size vs. price
% of Fund (quarterly)    UNFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 93,683 +69,407 +285.9% 0.63% $4.2M 2026-04-27 $48.12
2025 Q4 REDUCED 16.1% +33.8% ❌ 24,276 -4,672 -16.1% 0.06% $817K 2026-02-12 $41.30
2025 Q3 ADDED — — — 28,948 +320 +1.1% 0.09% $1.1M 2025-11-10 $39.55
2025 Q2 REDUCED 60.4% +36.2% ❌ 28,628 -43,614 -60.4% 0.06% $667K 2025-07-14 $23.76
2024 Q4 ADDED — — — 72,242 +42,470 +142.7% 0.25% $2.0M 2025-02-10 $30.28
2024 Q3 REDUCED 66.8% +61.7% ❌ 29,772 -59,944 -66.8% 0.09% $501K 2024-11-12 $20.96
2024 Q2 ADDED — — — 89,716 +30,723 +52.1% 0.27% $1.2M 2024-08-13 $12.66
2024 Q1 ADDED — — — 58,993 +46,845 +385.6% 0.17% $678K 2024-04-15 $9.67
2023 Q4 ADDED — — — 12,148 +7,463 +159.3% 0.09% $197K 2024-02-07 $16.25
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNFI

As of 2026 Q1 — sorted by position size

STEINBERGANNA WEALTH MANAGEMENT 0.33% Bayforest Capital Ltd 0.15% NBC SECURITIES, INC. 0.11% SG Americas Securities, LLC 3Y 7Y 0.08% Revisor Wealth Management LLC 0.08% OP Asset Management Ltd 0.07% Abacus Wealth Partners, LLC 0.06% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.05% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% CWA Asset Management Group, LLC 3Y 7Y 0.05%

FAQ About Counterpoint Mutual Funds LLC and UNFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Counterpoint Mutual Funds LLC reported owning UNFI?

Counterpoint Mutual Funds LLC reported UNFI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNFI position in Counterpoint Mutual Funds LLC's portfolio?

The largest reported portfolio weight for UNFI was 0.63% in 2026 Q1.

What is the latest reported UNFI position on this page?

The most recent filing on this page is 2026 Q1, when Counterpoint Mutual Funds LLC reported 93,683 shares, equal to 0.63% of portfolio, with an estimated market value of $4.2M.

What does the chart on this UNFI ownership page compare?

The chart compares Counterpoint Mutual Funds LLC's quarterly UNFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Counterpoint Mutual Funds LLC time their UNFI position?

Based on 13F filing dates vs. subsequent UNFI price moves, Counterpoint Mutual Funds LLC correctly timed 5 out of 16 reported position changes (31%).

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