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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
Q2 		– Sell
-2,975
Closed -$274K – 950
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

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

GeoWealth Management's USFD Position: Q2 2026 in Review

GeoWealth Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 2,975 shares — an estimated $274K sold.

GeoWealth Management first reported a position in USFD in Q1 2020 and held it in 9 quarters. The position peaked at $583K in Q1 2020. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • GeoWealth Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,975 US Foods shares in Q2 2026, an estimated $274K.
  • GeoWealth Management first reported a position in US Foods in Q1 2020 and held it in 9 quarters.
  • GeoWealth Management's US Foods position peaked at $583K in Q1 2020.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.