Angeles Wealth Management
USFD icon

Angeles Wealth Management’s US Foods USFD Stock Holding History

Angeles 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
Q3 		$325K Sell
3,525
-87
-2% -$8.8K 0.01% 354
2026
Q2 		$369K Buy
3,612
+234
+7% +$20.9K 0.02% 342
2026
Q1 		$311K Buy
3,378
+217
+7% +$19.2K 0.02% 314
2025
Q4 		$238K Buy
3,161
+90
+3% +$6.76K 0.01% 332
2025
Q3 		$235K Buy
3,071
+16
+0.5% +$1.27K 0.01% 298
2025
Q2 		$235K Buy
+3,055
New +$218K 0.02% 299

Other funds holding USFD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Angeles Wealth Management's USFD Position: Q3 2026 in Review

Angeles Wealth Management reduced its US Foods (USFD) stake by 2.4% in Q3 2026, selling an estimated $8.8K and leaving 3,525 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #354.

Angeles Wealth Management first reported a position in USFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $369K in Q2 2026. 323 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Angeles Wealth Management held 3,525 shares of US Foods worth $325K as of Q3 2026.
  • Angeles Wealth Management sold 87 US Foods shares in Q3 2026, an estimated $8.8K.
  • US Foods made up 0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #354 holding.
  • Angeles Wealth Management first reported a position in US Foods in Q2 2025 and has held it in 6 quarters since.
  • Angeles Wealth Management's US Foods position peaked at $369K in Q2 2026.
  • 323 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.