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EverSource Wealth Advisors’s US Foods USFD Stock Holding History

EverSource Wealth Advisors’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 		$250K Sell
2,449
-2,004
-45% -$179K 0.01% 898
2026
Q1 		$411K Sell
4,453
-269
-6% -$23.8K 0.01% 690
2025
Q4 		$356K Sell
4,722
-569
-11% -$42.7K 0.01% 685
2025
Q3 		$405K Buy
5,291
+350
+7% +$27.8K 0.02% 585
2025
Q2 		$381K Buy
4,941
+3,836
+347% +$274K 0.02% 556
2025
Q1 		$72.4K Buy
1,105
+628
+132% +$42.9K ﹤0.01% 1051
2024
Q4 		$32.2K Buy
477
+178
+60% +$11.7K ﹤0.01% 1383
2024
Q3 		$18.4K Buy
299
+39
+15% +$2.18K ﹤0.01% 1535
2024
Q2 		$14.1K Buy
260
+87
+50% +$4.58K ﹤0.01% 1679
2024
Q1 		$8.68K Buy
173
+126
+268% +$6.21K ﹤0.01% 1767
2023
Q4 		$2.13K Sell
47
-39
-45% -$1.61K ﹤0.01% 2145
2023
Q3 		$3.4K Buy
86
+19
+28% +$787 ﹤0.01% 1844
2023
Q2 		$2.95K Buy
67
+4
+6% +$159 ﹤0.01% 1925
2023
Q1 		$2.33K Buy
63
+33
+110% +$1.22K ﹤0.01% 1894
2022
Q4 		$1.02K Hold
30
– – ﹤0.01% 2082
2022
Q3 		$1K Buy
+30
New +$931 ﹤0.01% 1912

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

EverSource Wealth Advisors's USFD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its US Foods (USFD) stake by 45% in Q2 2026, selling an estimated $179K and leaving 2,449 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #898.

EverSource Wealth Advisors first reported a position in USFD in Q3 2022 and has held it in 16 quarters since. The position peaked at $411K in Q1 2026. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • EverSource Wealth Advisors held 2,449 shares of US Foods worth $250K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,004 US Foods shares in Q2 2026, an estimated $179K.
  • US Foods made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #898 holding.
  • EverSource Wealth Advisors first reported a position in US Foods in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's US Foods position peaked at $411K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.