Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s US Foods USFD Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-9,133
Closed -$703K – 1572
2025
Q2 		$703K Sell
9,133
-1,227
-12% -$87.5K ﹤0.01% 944
2025
Q1 		$678K Sell
10,360
-5,844
-36% -$399K ﹤0.01% 932
2024
Q4 		$1.09M Buy
16,204
+2,977
+23% +$195K ﹤0.01% 884
2024
Q3 		$813K Buy
+13,227
New +$740K ﹤0.01% 977

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Portfolio Solutions's USFD Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of US Foods (USFD) in Q3 2025, closing a stake of 9,133 shares — an estimated $703K sold.

Envestnet Portfolio Solutions first reported a position in USFD in Q3 2024 and held it in 4 quarters. The position peaked at $1.09M in Q4 2024. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,133 US Foods shares in Q3 2025, an estimated $703K.
  • Envestnet Portfolio Solutions first reported a position in US Foods in Q3 2024 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's US Foods position peaked at $1.09M in Q4 2024.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.