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Clearstead Trust’s US Foods USFD Stock Holding History

Clearstead Trust’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 		$21.1K Hold
206
– – ﹤0.01% 450
2026
Q1 		$19K Hold
206
– – ﹤0.01% 443
2025
Q4 		$15.5K Buy
206
+52
+34% +$3.9K ﹤0.01% 491
2025
Q3 		$11.8K Hold
154
– – ﹤0.01% 558
2025
Q2 		$11.9K Buy
+154
New +$11K ﹤0.01% 550

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 Trust's USFD Position: Q2 2026 in Review

Clearstead Trust held its US Foods (USFD) position steady in Q2 2026 at 206 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Clearstead Trust first reported a position in USFD in Q2 2025 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Clearstead Trust held 206 shares of US Foods worth $21.1K as of Q2 2026.
  • Clearstead Trust left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #450 holding.
  • Clearstead Trust first reported a position in US Foods in Q2 2025 and has held it in 5 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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