Gradient Investments’s US Foods USFD Stock Holding History

Gradient Investments’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 Q3	$1.47M	Sell	15,907 -524	-3%	-$53K	0.02%	288
2026 Q2	$1.68M	Buy	16,431 +1,836	+13%	+$164K	0.02%	276
2026 Q1	$1.35M	Buy	+14,595	New	+$1.29M	0.02%	283
2023 Q3	–	Sell	-31	Closed	-$1.36K	–	1914
2023 Q2	$1.36K	Buy	+31	New	+$1.23K	﹤0.01%	1271
2023 Q1	–	Sell	-1	Closed	-$34	–	1642
2022 Q4	$34	Buy	+1	New	+$32	﹤0.01%	1466

Other funds holding USFD

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Gradient Investments's USFD Position: Q3 2026 in Review

Gradient Investments reduced its US Foods (USFD) stake by 3.2% in Q3 2026, selling an estimated $53K and leaving 15,907 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #288.

Gradient Investments first reported a position in USFD in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.68M in Q2 2026. 22 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Gradient Investments held 15,907 shares of US Foods worth $1.47M as of Q3 2026.
Gradient Investments sold 524 US Foods shares in Q3 2026, an estimated $53K.
US Foods made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #288 holding.
Gradient Investments first reported a position in US Foods in Q4 2022 and has held it in 5 quarters since.
Gradient Investments's US Foods position peaked at $1.68M in Q2 2026.
22 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.