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Bogart Wealth LLC’s US Foods USFD Stock Holding History

Bogart Wealth LLC’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
Q1 		$8.48K Sell
92
-14
-13% -$1.24K ﹤0.01% 940
2025
Q4 		$7.98K Buy
106
+20
+23% +$1.5K ﹤0.01% 903
2025
Q3 		$6.59K Hold
86
– – ﹤0.01% 916
2025
Q2 		$6.62K Hold
86
– – ﹤0.01% 880
2025
Q1 		$5.63K Hold
86
– – ﹤0.01% 882
2024
Q4 		$5.8K Hold
86
– – ﹤0.01% 852
2024
Q3 		$5.29K Hold
86
– – ﹤0.01% 818
2024
Q2 		$4.56K Hold
86
– – ﹤0.01% 810
2024
Q1 		$4.64K Hold
86
– – ﹤0.01% 781
2023
Q4 		$3.9K Hold
86
– – ﹤0.01% 798
2023
Q3 		$3.41K Hold
86
– – ﹤0.01% 799
2023
Q2 		$3.78K Hold
86
– – ﹤0.01% 775
2023
Q1 		$3.18K Buy
+86
New +$3.19K ﹤0.01% 825

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bogart Wealth LLC's USFD Position: Q1 2026 in Review

Bogart Wealth LLC reduced its US Foods (USFD) stake by 13% in Q1 2026, selling an estimated $1.24K and leaving 92 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Bogart Wealth LLC first reported a position in USFD in Q1 2023 and has held it in 13 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Bogart Wealth LLC held 92 shares of US Foods worth $8.48K as of Q1 2026.
  • Bogart Wealth LLC sold 14 US Foods shares in Q1 2026, an estimated $1.24K.
  • US Foods made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #940 holding.
  • Bogart Wealth LLC first reported a position in US Foods in Q1 2023 and has held it in 13 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.