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Golden State Wealth Management’s US Foods USFD Stock Holding History

Golden State Wealth 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
-24
Closed -$2.21K – 1703
2026
Q1 		$2.21K Hold
24
– – ﹤0.01% 1336
2025
Q4 		$1.81K Hold
24
– – ﹤0.01% 1407
2025
Q3 		$1.84K Hold
24
– – ﹤0.01% 1405
2025
Q2 		$1.85K Hold
24
– – ﹤0.01% 1366
2025
Q1 		$1.57K Sell
24
-225
-90% -$15.4K ﹤0.01% 1357
2024
Q4 		$16.8K Buy
+249
New +$16.3K ﹤0.01% 809

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Golden State Wealth Management's USFD Position: Q2 2026 in Review

Golden State Wealth Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 24 shares — an estimated $2.21K sold.

Golden State Wealth Management first reported a position in USFD in Q4 2024 and held it in 6 quarters. The position peaked at $16.8K in Q4 2024. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Golden State Wealth Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 24 US Foods shares in Q2 2026, an estimated $2.21K.
  • Golden State Wealth Management first reported a position in US Foods in Q4 2024 and held it in 6 quarters.
  • Golden State Wealth Management's US Foods position peaked at $16.8K in Q4 2024.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.