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Atria Wealth Solutions’s US Foods USFD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-3,087
Closed -$202K – 1907
2025
Q1 		$202K Sell
3,087
-308
-9% -$21K ﹤0.01% 1715
2024
Q4 		$229K Sell
3,395
-890
-21% -$58.4K ﹤0.01% 1735
2024
Q3 		$264K Buy
+4,285
New +$240K ﹤0.01% 1595

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Boston Partners
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Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's USFD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of US Foods (USFD) in Q2 2025, closing a stake of 3,087 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in USFD in Q3 2024 and held it in 3 quarters. The position peaked at $264K in Q3 2024. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • Atria Wealth Solutions reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,087 US Foods shares in Q2 2025, an estimated $202K.
  • Atria Wealth Solutions first reported a position in US Foods in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's US Foods position peaked at $264K in Q3 2024.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.