Artisan Partners
USFD icon

Artisan Partners’s US Foods USFD Stock Holding History

Artisan Partners’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 		$272M Sell
2,662,861
-357,343
-12% -$31.9M 0.43% 63
2026
Q1 		$278M Sell
3,020,204
-107,397
-3% -$9.51M 0.45% 59
2025
Q4 		$236M Buy
3,127,601
+143,165
+5% +$10.8M 0.35% 68
2025
Q3 		$229M Sell
2,984,436
-222,980
-7% -$17.7M 0.32% 74
2025
Q2 		$247M Buy
3,207,416
+354,747
+12% +$25.3M 0.36% 69
2025
Q1 		$187M Buy
2,852,669
+316,253
+12% +$21.6M 0.3% 78
2024
Q4 		$171M Buy
+2,536,416
New +$166M 0.26% 93

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Boston Partners
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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Artisan Partners's USFD Position: Q2 2026 in Review

Artisan Partners reduced its US Foods (USFD) stake by 12% in Q2 2026, selling an estimated $31.9M and leaving 2,662,861 shares worth $272M. The position accounts for 0.43% of the portfolio, ranked #63.

Artisan Partners first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $278M in Q1 2026. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Artisan Partners held 2,662,861 shares of US Foods worth $272M as of Q2 2026.
  • Artisan Partners sold 357,343 US Foods shares in Q2 2026, an estimated $31.9M.
  • US Foods made up 0.43% of Artisan Partners's portfolio in Q2 2026, its #63 holding.
  • Artisan Partners first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
  • Artisan Partners's US Foods position peaked at $278M in Q1 2026.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.