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Halbert Hargrove Global Advisors’s US Foods USFD Stock Holding History

Halbert Hargrove Global Advisors’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 		$695 Buy
+7
New +$624 ﹤0.01% 487
2025
Q2 		– Sell
-17
Closed -$1.11K – 633
2025
Q1 		$1.11K Buy
+17
New +$1.16K ﹤0.01% 439

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

Halbert Hargrove Global Advisors's USFD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in US Foods (USFD) in Q2 2026: 7 shares worth $695. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in USFD as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in USFD in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.11K in Q1 2025. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Halbert Hargrove Global Advisors held 7 shares of US Foods worth $695 as of Q2 2026.
  • US Foods was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • US Foods made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #487 holding.
  • Halbert Hargrove Global Advisors first reported a position in US Foods in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's US Foods position peaked at $1.11K in Q1 2025.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.