Forum Financial Management’s US Foods USFD Stock Holding History

Forum Financial 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 Q1	–	Sell	-5,546	Closed	-$418K	–	965
2025 Q4	$418K	Hold	5,546	–	–	0.01%	573
2025 Q3	$425K	Buy	5,546 +308	+6%	+$24.5K	0.01%	536
2025 Q2	$403K	Buy	5,238 +85	+2%	+$6.06K	0.01%	502
2025 Q1	$337K	Buy	5,153 +5	+0.1%	+$342	0.01%	539
2024 Q4	$347K	Buy	5,148 +43	+0.8%	+$2.82K	0.01%	530
2024 Q3	$314K	Buy	5,105 +6	+0.1%	+$336	0.01%	493
2024 Q2	$270K	Buy	5,099 +7	+0.1%	+$368	﹤0.01%	523
2024 Q1	$275K	Hold	5,092	–	–	﹤0.01%	533
2023 Q4	$231K	Hold	5,092	–	–	﹤0.01%	576
2023 Q3	$202K	Hold	5,092	–	–	﹤0.01%	594
2023 Q2	$224K	Buy	+5,092	New	+$202K	0.01%	563
2022 Q2	–	Sell	-5,629	Closed	-$211K	–	657
2022 Q1	$211K	Buy	+5,629	New	+$205K	0.01%	547

Other funds holding USFD

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Forum Financial Management's USFD Position: Q1 2026 in Review

Forum Financial Management sold out of US Foods (USFD) in Q1 2026, closing a stake of 5,546 shares — an estimated $418K sold.

Forum Financial Management first reported a position in USFD in Q1 2022 and held it in 12 quarters. The position peaked at $425K in Q3 2025. 676 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Forum Financial Management reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,546 US Foods shares in Q1 2026, an estimated $418K.
Forum Financial Management first reported a position in US Foods in Q1 2022 and held it in 12 quarters.
Forum Financial Management's US Foods position peaked at $425K in Q3 2025.
676 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.