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Clearstead Advisors’s US Foods USFD Stock Holding History

Clearstead 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
Q1 		$244K Buy
2,649
+1,759
+198% +$156K ﹤0.01% 931
2025
Q4 		$67K Sell
890
-616
-41% -$46.3K ﹤0.01% 1272
2025
Q3 		$115K Sell
1,506
-287
-16% -$22.8K ﹤0.01% 1007
2025
Q2 		$138K Buy
1,793
+558
+45% +$39.8K ﹤0.01% 976
2025
Q1 		$80.8K Buy
1,235
+984
+392% +$67.2K ﹤0.01% 1038
2024
Q4 		$16.9K Buy
+251
New +$16.5K ﹤0.01% 1436

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

Clearstead Advisors's USFD Position: Q1 2026 in Review

Clearstead Advisors increased its US Foods (USFD) stake by 198% in Q1 2026, buying an estimated $156K and bringing the position to 2,649 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Clearstead Advisors first reported a position in USFD in Q4 2024 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Clearstead Advisors held 2,649 shares of US Foods worth $244K as of Q1 2026.
  • Clearstead Advisors bought 1,759 US Foods shares in Q1 2026, an estimated $156K.
  • US Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #931 holding.
  • Clearstead Advisors first reported a position in US Foods in Q4 2024 and has held it in 6 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.