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Cherry Tree Wealth Management’s US Foods USFD Stock Holding History

Cherry Tree 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 		$16.5K Hold
161
– – ﹤0.01% 388
2026
Q1 		$14.8K Hold
161
– – ﹤0.01% 371
2025
Q4 		$12.1K Buy
+161
New +$12.1K ﹤0.01% 403

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Cherry Tree Wealth Management's USFD Position: Q2 2026 in Review

Cherry Tree Wealth Management held its US Foods (USFD) position steady in Q2 2026 at 161 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Cherry Tree Wealth Management first reported a position in USFD in Q4 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Cherry Tree Wealth Management held 161 shares of US Foods worth $16.5K as of Q2 2026.
  • Cherry Tree Wealth Management left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Cherry Tree Wealth Management first reported a position in US Foods in Q4 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.