Action Point Financial Planning’s US Foods USFD Stock Holding History

Action Point Financial Planning’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2K	Buy	+173	New	+$15.4K	﹤0.01%	1190

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Action Point Financial Planning's USFD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in US Foods (USFD) in Q2 2026: 173 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings.

663 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Action Point Financial Planning held 173 shares of US Foods worth $17.2K as of Q2 2026.
US Foods was a new Action Point Financial Planning position in Q2 2026.
US Foods made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1190 holding.
663 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.