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Congress Wealth Management’s US Foods USFD Stock Holding History

Congress 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
2025
Q2 		$11.1M Sell
144,423
-56,603
-28% -$4.04M 0.11% 228
2025
Q1 		$13.2M Sell
201,026
-33,147
-14% -$2.27M 0.16% 165
2024
Q4 		$15.8M Sell
234,173
-3,723
-2% -$244K 0.22% 134
2024
Q3 		$14.6M Buy
+237,896
New +$13.3M 0.2% 156

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's USFD Position: Q2 2025 in Review

Congress Wealth Management reduced its US Foods (USFD) stake by 28% in Q2 2025, selling an estimated $4.04M and leaving 144,423 shares worth $11.1M. The position accounts for 0.11% of the portfolio, ranked #228.

Congress Wealth Management first reported a position in USFD in Q3 2024 and has held it in 4 quarters since. The position peaked at $15.8M in Q4 2024. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • Congress Wealth Management held 144,423 shares of US Foods worth $11.1M as of Q2 2025.
  • Congress Wealth Management sold 56,603 US Foods shares in Q2 2025, an estimated $4.04M.
  • US Foods made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #228 holding.
  • Congress Wealth Management first reported a position in US Foods in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's US Foods position peaked at $15.8M in Q4 2024.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.