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Bell Investment Advisors’s US Foods USFD Stock Holding History

Bell Investment Advisors’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 		$19.8K Sell
194
-2
-1% -$178 ﹤0.01% 472
2026
Q1 		$18.1K Sell
196
-10
-5% -$886 ﹤0.01% 469
2025
Q4 		$15.5K Buy
206
+99
+93% +$7.43K ﹤0.01% 534
2025
Q3 		$8.2K Sell
107
-7
-6% -$557 ﹤0.01% 706
2025
Q2 		$8.78K Hold
114
– – ﹤0.01% 736
2025
Q1 		$7.46K Sell
114
-3
-3% -$205 ﹤0.01% 719
2024
Q4 		$7.89K Buy
117
+39
+50% +$2.56K ﹤0.01% 703
2024
Q3 		$4.8K Hold
78
– – ﹤0.01% 944
2024
Q2 		$4.13K Hold
78
– – ﹤0.01% 1016
2024
Q1 		$4.21K Hold
78
– – ﹤0.01% 1020
2023
Q4 		$3.54K Buy
78
+26
+50% +$1.07K ﹤0.01% 1066
2023
Q3 		$2.06K Buy
52
+17
+49% +$705 ﹤0.01% 1261
2023
Q2 		$1.54K Sell
35
-13
-27% -$516 ﹤0.01% 1425
2023
Q1 		$1.77K Sell
48
-16
-25% -$593 ﹤0.01% 1325
2022
Q4 		$2.18K Buy
64
+28
+78% +$896 ﹤0.01% 1245
2022
Q3 		$1K Sell
36
-44
-55% -$1.37K ﹤0.01% 1616
2022
Q2 		$2K Buy
+80
New +$2.71K ﹤0.01% 1253
2021
Q4 		$2K Hold
61
– – ﹤0.01% 1248
2021
Q3 		$2K Buy
+61
New +$2.09K ﹤0.01% 1173

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

Bell Investment Advisors's USFD Position: Q2 2026 in Review

Bell Investment Advisors reduced its US Foods (USFD) stake by 1% in Q2 2026, selling an estimated $178 and leaving 194 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Bell Investment Advisors first reported a position in USFD in Q3 2021 and has held it in 19 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Bell Investment Advisors held 194 shares of US Foods worth $19.8K as of Q2 2026.
  • Bell Investment Advisors sold 2 US Foods shares in Q2 2026, an estimated $178.
  • US Foods made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #472 holding.
  • Bell Investment Advisors first reported a position in US Foods in Q3 2021 and has held it in 19 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.