Dynasty Wealth Management’s US Foods USFD Stock Holding History

Dynasty 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	$5.07M	Buy	49,619 +2,551	+5%	+$228K	0.04%	83
2026 Q1	$4.34M	Sell	47,068 -1,325	-3%	-$117K	0.04%	82
2025 Q4	$3.64M	Buy	48,393 +5,867	+14%	+$441K	0.04%	100
2025 Q3	$3.26M	Buy	42,526 +20,148	+90%	+$1.6M	0.04%	88
2025 Q2	$1.72M	Sell	22,378 -4,525	-17%	-$323K	0.03%	97
2025 Q1	$1.76M	Buy	26,903 +436	+2%	+$29.8K	0.03%	102
2024 Q4	$1.79M	Buy	26,467 +1,330	+5%	+$87.3K	0.03%	106
2024 Q3	$1.55M	Buy	25,137 +1,018	+4%	+$57K	0.05%	90
2024 Q2	$1.28M	Buy	24,119 +2,945	+14%	+$155K	0.04%	109
2024 Q1	$1.14M	Buy	+21,174	New	+$1.04M	0.04%	116

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Dynasty Wealth Management increased its US Foods (USFD) stake by 5.4% in Q2 2026, buying an estimated $228K and bringing the position to 49,619 shares worth $5.07M. The position accounts for 0.04% of the portfolio, ranked #83.

Dynasty Wealth Management first reported a position in USFD in Q1 2024 and has held it in 10 quarters since. 668 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Dynasty Wealth Management held 49,619 shares of US Foods worth $5.07M as of Q2 2026.
Dynasty Wealth Management bought 2,551 US Foods shares in Q2 2026, an estimated $228K.
US Foods made up 0.04% of Dynasty Wealth Management's portfolio in Q2 2026, its #83 holding.
Dynasty Wealth Management first reported a position in US Foods in Q1 2024 and has held it in 10 quarters since.
668 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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