GeoWealth Management’s US Foods USFD Stock Holding History

GeoWealth 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	$274K	Buy	2,975 +11	+0.4%	+$974	0.01%	641
2025 Q4	$223K	Buy	2,964 +229	+8%	+$17.2K	0.01%	642
2025 Q3	$210K	Buy	2,735 +467	+21%	+$37.1K	0.01%	681
2025 Q2	$175K	Buy	2,268 +1,883	+489%	+$134K	0.01%	700
2025 Q1	$25.2K	Sell	385 -4	-1%	-$273	﹤0.01%	959
2024 Q4	$26.2K	Buy	389 +189	+95%	+$12.4K	﹤0.01%	1318
2024 Q3	$12.3K	Buy	+200	New	+$11.2K	﹤0.01%	1345
2020 Q3	–	Sell	-18,900	Closed	-$373K	–	187
2020 Q2	$373K	Sell	18,900 -14,000	-43%	-$268K	0.15%	109
2020 Q1	$583K	Buy	+32,900	New	+$1.1M	0.41%	48

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GeoWealth Management's USFD Position: Q1 2026 in Review

GeoWealth Management increased its US Foods (USFD) stake by 0.37% in Q1 2026, buying an estimated $974 and bringing the position to 2,975 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #641.

GeoWealth Management first reported a position in USFD in Q1 2020 and has held it in 9 quarters since. The position peaked at $583K in Q1 2020. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

GeoWealth Management held 2,975 shares of US Foods worth $274K as of Q1 2026.
GeoWealth Management bought 11 US Foods shares in Q1 2026, an estimated $974.
US Foods made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #641 holding.
GeoWealth Management first reported a position in US Foods in Q1 2020 and has held it in 9 quarters since.
GeoWealth Management's US Foods position peaked at $583K in Q1 2020.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.