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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
Q2 		$545K Buy
5,327
+458
+9% +$40.9K ﹤0.01% 1182
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AE Wealth Management's USFD Position: Q2 2026 in Review

AE Wealth Management increased its US Foods (USFD) stake by 9.4% in Q2 2026, buying an estimated $40.9K and bringing the position to 5,327 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

AE Wealth Management first reported a position in USFD in Q3 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • AE Wealth Management held 5,327 shares of US Foods worth $545K as of Q2 2026.
  • AE Wealth Management bought 458 US Foods shares in Q2 2026, an estimated $40.9K.
  • US Foods made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1182 holding.
  • AE Wealth Management first reported a position in US Foods in Q3 2025 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.