Avantax Advisory Services’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$829K Sell
10,771
-3,017
-22% -$215K ﹤0.01% 1278
2025
Q1
$903K Buy
13,788
+2,657
+24% +$182K 0.01% 1153
2024
Q4
$751K Buy
11,131
+6,108
+122% +$401K ﹤0.01% 1194
2024
Q3
$309K Buy
+5,023
New +$281K ﹤0.01% 1726

Other funds holding USFD

Avantax Advisory Services's USFD Position: Q2 2025 in Review

Avantax Advisory Services reduced its US Foods (USFD) stake by 22% in Q2 2025, selling an estimated $215K and leaving 10,771 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Avantax Advisory Services first reported a position in USFD in Q3 2024 and has held it in 4 quarters since. The position peaked at $903K in Q1 2025. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • Avantax Advisory Services held 10,771 shares of US Foods worth $829K as of Q2 2025.
  • Avantax Advisory Services sold 3,017 US Foods shares in Q2 2025, an estimated $215K.
  • US Foods made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1278 holding.
  • Avantax Advisory Services first reported a position in US Foods in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's US Foods position peaked at $903K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.