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Evolve Private Wealth’s US Foods USFD Stock Holding History

Evolve Private Wealth’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 		$249K Sell
2,435
-1,586
-39% -$141K 0.02% 827
2026
Q1 		$371K Buy
4,021
+1,010
+34% +$89.4K 0.02% 697
2025
Q4 		$227K Buy
+3,011
New +$226K 0.01% 828

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

Evolve Private Wealth's USFD Position: Q2 2026 in Review

Evolve Private Wealth reduced its US Foods (USFD) stake by 39% in Q2 2026, selling an estimated $141K and leaving 2,435 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #827.

Evolve Private Wealth first reported a position in USFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q1 2026. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Evolve Private Wealth held 2,435 shares of US Foods worth $249K as of Q2 2026.
  • Evolve Private Wealth sold 1,586 US Foods shares in Q2 2026, an estimated $141K.
  • US Foods made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #827 holding.
  • Evolve Private Wealth first reported a position in US Foods in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's US Foods position peaked at $371K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.