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Avior Wealth Management’s US Foods USFD Stock Holding History

Avior 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 		– Sell
-29,281
Closed -$2.7M – 891
2026
Q1 		$2.7M Buy
29,281
+281
+1% +$24.9K 0.08% 202
2025
Q4 		$2.18M Buy
+29,000
New +$2.18M 0.07% 191
2025
Q2 		– Sell
-29,000
Closed -$1.9M – 780
2025
Q1 		$1.9M Hold
29,000
– – 0.07% 181
2024
Q4 		$1.96M Hold
29,000
– – 0.07% 180
2024
Q3 		$1.78M Hold
29,000
– – 0.07% 182
2024
Q2 		$1.54M Sell
29,000
-267
-0.9% -$14K 0.07% 194
2024
Q1 		$1.58M Buy
+29,267
New +$1.44M 0.07% 195
2021
Q2 		– Sell
-5,782
Closed -$220K – 1138
2021
Q1 		$220K Hold
5,782
– – 0.02% 388
2020
Q4 		$192K Hold
5,782
– – 0.02% 379
2020
Q3 		$128K Sell
5,782
-1,710
-23% -$38.5K 0.02% 420
2020
Q2 		$147K Sell
7,492
-748
-9% -$14.3K 0.02% 401
2020
Q1 		$145K Buy
8,240
+370
+5% +$12.4K 0.03% 386
2019
Q4 		$329K Buy
+7,870
New +$316K 0.05% 307

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

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

Avior Wealth Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 29,281 shares — an estimated $2.7M sold.

Avior Wealth Management first reported a position in USFD in Q4 2019 and held it in 13 quarters. The position peaked at $2.7M in Q1 2026. 665 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Avior Wealth Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 29,281 US Foods shares in Q2 2026, an estimated $2.7M.
  • Avior Wealth Management first reported a position in US Foods in Q4 2019 and held it in 13 quarters.
  • Avior Wealth Management's US Foods position peaked at $2.7M in Q1 2026.
  • 665 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.