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AE Wealth Management’s US Foods USFD Stock Holding History

AE Wealth Management’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
Q1 		$449K Buy
4,869
+170
+4% +$15.1K ﹤0.01% 1166
2025
Q4 		$354K Buy
4,699
+1,256
+36% +$94.3K ﹤0.01% 1225
2025
Q3 		$264K Buy
+3,443
New +$274K ﹤0.01% 1246

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AE Wealth Management's USFD Position: Q1 2026 in Review

AE Wealth Management increased its US Foods (USFD) stake by 3.6% in Q1 2026, buying an estimated $15.1K and bringing the position to 4,869 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

AE Wealth Management first reported a position in USFD in Q3 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • AE Wealth Management held 4,869 shares of US Foods worth $449K as of Q1 2026.
  • AE Wealth Management bought 170 US Foods shares in Q1 2026, an estimated $15.1K.
  • US Foods made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1166 holding.
  • AE Wealth Management first reported a position in US Foods in Q3 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.