EWP
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Elevation Wealth Partners’s US Foods USFD Stock Holding History

Elevation Wealth Partners’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
Q3 		$26.9K Buy
292
+166
+132% +$16.8K 0.01% 585
2026
Q2 		$12.9K Hold
126
– – ﹤0.01% 731
2026
Q1 		$11.6K Hold
126
– – ﹤0.01% 483
2025
Q4 		$9.49K Buy
126
+73
+138% +$5.48K ﹤0.01% 491
2025
Q3 		$4.06K Buy
+53
New +$4.21K ﹤0.01% 516

Other funds holding USFD

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's USFD Position: Q3 2026 in Review

Elevation Wealth Partners increased its US Foods (USFD) stake by 132% in Q3 2026, buying an estimated $16.8K and bringing the position to 292 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #585.

Elevation Wealth Partners first reported a position in USFD in Q3 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Elevation Wealth Partners held 292 shares of US Foods worth $26.9K as of Q3 2026.
  • Elevation Wealth Partners bought 166 US Foods shares in Q3 2026, an estimated $16.8K.
  • US Foods made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #585 holding.
  • Elevation Wealth Partners first reported a position in US Foods in Q3 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.