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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
Q2 		$16.5K Buy
161
+69
+75% +$6.16K ﹤0.01% 845
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

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's USFD Position: Q2 2026 in Review

Bogart Wealth LLC increased its US Foods (USFD) stake by 75% in Q2 2026, buying an estimated $6.16K and bringing the position to 161 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Bogart Wealth LLC first reported a position in USFD in Q1 2023 and has held it in 14 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Bogart Wealth LLC held 161 shares of US Foods worth $16.5K as of Q2 2026.
  • Bogart Wealth LLC bought 69 US Foods shares in Q2 2026, an estimated $6.16K.
  • US Foods made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #845 holding.
  • Bogart Wealth LLC first reported a position in US Foods in Q1 2023 and has held it in 14 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.