MassMutual Private Wealth & Trust, FSB UNFI UNITED NATURAL FOODS INC

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  18 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported UNITED NATURAL FOODS INC (UNFI) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows UNFI at 0.00% 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 MassMutual Private Wealth & Trust, FSB'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 Q2

UNFI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q2 to 2026 Q2

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 MassMutual Private Wealth & Trust, FSB 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 Q2 UNCHANGED 82 0% 0.00% $4K 2026-07-02 $45.57
2026 Q1 UNCHANGED 82 0% 0.00% $4K 2026-04-13 $47.03
2025 Q4 UNCHANGED 82 0% 0.00% $3K 2026-01-07 $33.30
2025 Q3 UNCHANGED 82 0% 0.00% $3K 2025-10-22 $40.37
2025 Q2 UNCHANGED 82 0% 0.00% $2K 2025-07-09 $23.04
2025 Q1 UNCHANGED 82 0% 0.00% $2K 2025-04-01 $27.64
2024 Q4 UNCHANGED 82 0% 0.00% $2K 2025-01-16 $28.03
2024 Q3 UNCHANGED 82 0% 0.00% $1K 2024-10-02 $21.10
2024 Q2 ADDED 82 +35 +74.5% 0.00% $1K 2024-07-02 $12.62
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNFI

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and UNFI

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

How long has MassMutual Private Wealth & Trust, FSB reported owning UNFI?

MassMutual Private Wealth & Trust, FSB reported UNFI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported UNFI position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for UNFI was 0.00% in 2026 Q1.

What is the latest reported UNFI position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 82 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this UNFI ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB time their UNFI position?

Based on 13F filing dates vs. subsequent UNFI price moves, MassMutual Private Wealth & Trust, FSB correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on UNFI relative to SPY over the holding period was -11.1%.

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