Great Waters Wealth Management UNFI β€” UNITED NAT FOODS INC

Ownership history in Great Waters Wealth Management  Β·  2 quarters on record

AI Ownership Summary

Great Waters Wealth Management reported UNITED NAT FOODS INC (UNFI) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows UNFI at 0.03% 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.

What this UNFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Great Waters Wealth Management's position in UNITED NAT 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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
2025 Q3 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.

How Great Waters Wealth Management held UNFI β€” position size vs. price
% of Fund (quarterly)    UNFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 5,352 β€” 0% 0.03% $241K 2026-04-17 $48.90
2025 Q3 INITIATED β€” β€” β€” 5,352 β€” β€” 0.02% $201K 2025-10-14 $42.03

FAQ About Great Waters Wealth Management and UNFI

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

How long has Great Waters Wealth Management reported owning UNFI?

Great Waters Wealth Management reported UNFI across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported UNFI position in Great Waters Wealth Management's portfolio?

The largest reported portfolio weight for UNFI was 0.03% in 2026 Q1.

What is the latest reported UNFI position on this page?

The most recent filing on this page is 2026 Q1, when Great Waters Wealth Management reported 5,352 shares, equal to 0.03% of portfolio, with an estimated market value of $241K.

What does the chart on this UNFI ownership page compare?

The chart compares Great Waters Wealth Management'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.

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