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Dakota Wealth Management’s US Foods USFD Stock Holding History

Dakota 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 		$389K Buy
3,802
+12
+0.3% +$1.07K 0.01% 620
2026
Q1 		$349K Sell
3,790
-212
-5% -$18.8K 0.01% 618
2025
Q4 		$301K Buy
+4,002
New +$301K 0.01% 649
2025
Q3 		– Sell
-4,413
Closed -$340K – 785
2025
Q2 		$340K Buy
4,413
+23
+0.5% +$1.64K 0.01% 586
2025
Q1 		$287K Buy
4,390
+491
+13% +$33.6K 0.01% 629
2024
Q4 		$263K Buy
3,899
+566
+17% +$37.1K 0.01% 652
2024
Q3 		$205K Buy
+3,333
New +$187K ﹤0.01% 686

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

Dakota Wealth Management's USFD Position: Q2 2026 in Review

Dakota Wealth Management increased its US Foods (USFD) stake by 0.32% in Q2 2026, buying an estimated $1.07K and bringing the position to 3,802 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #620.

Dakota Wealth Management first reported a position in USFD in Q3 2024 and has held it in 7 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Dakota Wealth Management held 3,802 shares of US Foods worth $389K as of Q2 2026.
  • Dakota Wealth Management bought 12 US Foods shares in Q2 2026, an estimated $1.07K.
  • US Foods made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Dakota Wealth Management first reported a position in US Foods in Q3 2024 and has held it in 7 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.