Bartlett & Co Wealth Management’s US Foods USFD Stock Holding History

Bartlett & Co 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	$9.92K	Hold	97	–	–	﹤0.01%	996
2026 Q1	$8.83K	Hold	97	–	–	﹤0.01%	940
2025 Q4	$7.31K	Hold	97	–	–	﹤0.01%	963
2025 Q3	$7.43K	Hold	97	–	–	﹤0.01%	955
2025 Q2	$7.47K	Hold	97	–	–	﹤0.01%	946
2025 Q1	$6.35K	Hold	97	–	–	﹤0.01%	960
2024 Q4	$6.54K	Hold	97	–	–	﹤0.01%	946
2024 Q3	$5.97K	Hold	97	–	–	﹤0.01%	961
2024 Q2	$5.14K	Hold	97	–	–	﹤0.01%	982
2024 Q1	$5.24K	Hold	97	–	–	﹤0.01%	971
2023 Q4	$4.42K	Hold	97	–	–	﹤0.01%	1091
2023 Q3	$3.85K	Hold	97	–	–	﹤0.01%	1022
2023 Q2	$4.27K	Hold	97	–	–	﹤0.01%	1004
2023 Q1	$3.58K	Hold	97	–	–	﹤0.01%	940
2022 Q4	$3.3K	Hold	97	–	–	﹤0.01%	973
2022 Q3	$2.56K	Hold	97	–	–	﹤0.01%	1022
2022 Q2	$2.98K	Hold	97	–	–	﹤0.01%	1124
2022 Q1	$3.65K	Buy	+97	New	+$3.54K	﹤0.01%	949
2021 Q4	–	Sell	-97	Closed	-$3.36K	–	863
2021 Q3	$3.36K	Sell	97 -48	-33%	-$1.65K	﹤0.01%	813
2021 Q2	$5.56K	Hold	145	–	–	﹤0.01%	747
2021 Q1	$5.53K	Hold	145	–	–	﹤0.01%	782
2020 Q4	$4.83K	Buy	+145	New	+$4.14K	﹤0.01%	793

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bartlett & Co Wealth Management's USFD Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its US Foods (USFD) position steady in Q2 2026 at 97 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Bartlett & Co Wealth Management first reported a position in USFD in Q4 2020 and has held it in 22 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Bartlett & Co Wealth Management held 97 shares of US Foods worth $9.92K as of Q2 2026.
Bartlett & Co Wealth Management left its US Foods share count unchanged in Q2 2026.
US Foods made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #996 holding.
Bartlett & Co Wealth Management first reported a position in US Foods in Q4 2020 and has held it in 22 quarters since.
669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.