Question 1

Does AssetMark own UNFI stock?

Accepted Answer

Yes. As of its Q3 2026 13F, AssetMark holds 64 shares of UNFI (United Natural Foods), worth $2,867.

Question 2

How many shares of UNFI does AssetMark own?

Accepted Answer

As of its Q3 2026 13F, AssetMark holds 64 shares of UNFI (United Natural Foods).

Question 3

What is AssetMark's UNFI position worth?

Accepted Answer

As of its Q3 2026 13F, AssetMark's UNFI position is worth $2,867.

Question 4

Is AssetMark buying or selling UNFI?

Accepted Answer

In Q3 2026, AssetMark reduced its UNFI position by 8 shares (-11.1%).

Question 5

When did AssetMark first buy UNFI?

Accepted Answer

AssetMark already held UNFI in its Q1 2019 13F, the earliest on record, and has listed it in 24 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	64	-11.1%	$2,867	0.0%	$44.79	0
2026-Q2	Unchanged	72	0.0%	$3,288	0.0%	$45.67	0
2026-Q1	Unchanged	72	0.0%	$3,244	0.0%	$45.06	0
2025-Q4	Increased	72	+30.9%	$2,424	0.0%	$33.67	11
2025-Q3	Unchanged	55	0.0%	$2,069	0.0%	$37.62	0
2025-Q2	New	55	—	$1,282	0.0%	$23.31	17