Beaird Harris Wealth Management
USFD icon

Beaird Harris Wealth Management’s US Foods USFD Stock Holding History

Beaird Harris 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
Q3 		$6.73K Hold
73
– – ﹤0.01% 416
2026
Q2 		$7.46K Hold
73
– – ﹤0.01% 416
2026
Q1 		$6.73K Hold
73
– – ﹤0.01% 390
2025
Q4 		$5.5K Hold
73
– – ﹤0.01% 431
2025
Q3 		$5.59K Buy
73
+13
+22% +$1.03K ﹤0.01% 416
2025
Q2 		$4.62K Buy
60
+34
+131% +$2.43K ﹤0.01% 429
2025
Q1 		$1.7K Hold
26
– – ﹤0.01% 455
2024
Q4 		$1.75K Hold
26
– – ﹤0.01% 451
2024
Q3 		$1.6K Sell
26
-1
-4% -$56 ﹤0.01% 456
2024
Q2 		$1.42K Buy
27
+1
+4% +$53 ﹤0.01% 567
2024
Q1 		$1.4K Hold
26
– – ﹤0.01% 509
2023
Q4 		$1.18K Buy
+26
New +$1.08K ﹤0.01% 509
2022
Q1 		– Sell
-173
Closed -$6K – 727
2021
Q4 		$6K Buy
+173
New +$6.02K ﹤0.01% 459

Other funds holding USFD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Beaird Harris Wealth Management's USFD Position: Q3 2026 in Review

Beaird Harris Wealth Management held its US Foods (USFD) position steady in Q3 2026 at 73 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Beaird Harris Wealth Management first reported a position in USFD in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.46K in Q2 2026. 537 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Beaird Harris Wealth Management held 73 shares of US Foods worth $6.73K as of Q3 2026.
  • Beaird Harris Wealth Management left its US Foods share count unchanged in Q3 2026.
  • US Foods made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q3 2026, its #416 holding.
  • Beaird Harris Wealth Management first reported a position in US Foods in Q4 2021 and has held it in 13 quarters since.
  • Beaird Harris Wealth Management's US Foods position peaked at $7.46K in Q2 2026.
  • 537 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.