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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
Q2 		$7.87K Sell
77
-2,572
-97% -$229K ﹤0.01% 2057
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

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

Clearstead Advisors's USFD Position: Q2 2026 in Review

Clearstead Advisors reduced its US Foods (USFD) stake by 97% in Q2 2026, selling an estimated $229K and leaving 77 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Clearstead Advisors first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $244K in Q1 2026. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Clearstead Advisors held 77 shares of US Foods worth $7.87K as of Q2 2026.
  • Clearstead Advisors sold 2,572 US Foods shares in Q2 2026, an estimated $229K.
  • US Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2057 holding.
  • Clearstead Advisors first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's US Foods position peaked at $244K in Q1 2026.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.