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Bay Harbor Wealth Management’s US Foods USFD Stock Holding History

Bay Harbor 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 		$4.19K Buy
41
+4
+11% +$357 ﹤0.01% 461
2026
Q1 		$3.41K Buy
37
+12
+48% +$1.06K ﹤0.01% 430
2025
Q4 		$1.88K Buy
25
+11
+79% +$826 ﹤0.01% 496
2025
Q3 		$1.07K Buy
14
+2
+17% +$159 ﹤0.01% 512
2025
Q2 		$924 Buy
12
+8
+200% +$571 ﹤0.01% 472
2025
Q1 		$261 Buy
+4
New +$273 ﹤0.01% 594

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

Bay Harbor Wealth Management's USFD Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its US Foods (USFD) stake by 11% in Q2 2026, buying an estimated $357 and bringing the position to 41 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Bay Harbor Wealth Management first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Bay Harbor Wealth Management held 41 shares of US Foods worth $4.19K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 US Foods shares in Q2 2026, an estimated $357.
  • US Foods made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Bay Harbor Wealth Management first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.