HWM
USFD icon

HB Wealth Management’s US Foods USFD Stock Holding History

HB 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 		$1.17M Buy
11,462
+1,700
+17% +$152K 0.01% 676
2026
Q1 		$900K Buy
9,762
+940
+11% +$83.3K 0.01% 706
2025
Q4 		$664K Buy
8,822
+317
+4% +$23.8K ﹤0.01% 775
2025
Q3 		$652K Buy
8,505
+271
+3% +$21.5K ﹤0.01% 745
2025
Q2 		$634K Sell
8,234
-1,945
-19% -$139K 0.01% 668
2025
Q1 		$666K Buy
10,179
+268
+3% +$18.3K 0.01% 677
2024
Q4 		$669K Buy
9,911
+2,916
+42% +$191K 0.01% 529
2024
Q3 		$430K Sell
6,995
-376
-5% -$21K ﹤0.01% 641
2024
Q2 		$391K Buy
7,371
+2,599
+54% +$137K ﹤0.01% 618
2024
Q1 		$258K Sell
4,772
-40
-0.8% -$1.97K ﹤0.01% 712
2023
Q4 		$219K Sell
4,812
-278
-5% -$11.5K ﹤0.01% 713
2023
Q3 		$202K Sell
5,090
-31
-0.6% -$1.28K ﹤0.01% 715
2023
Q2 		$225K Buy
+5,121
New +$203K ﹤0.01% 634

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

HB Wealth Management's USFD Position: Q2 2026 in Review

HB Wealth Management increased its US Foods (USFD) stake by 17% in Q2 2026, buying an estimated $152K and bringing the position to 11,462 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #676.

HB Wealth Management first reported a position in USFD in Q2 2023 and has held it in 13 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • HB Wealth Management held 11,462 shares of US Foods worth $1.17M as of Q2 2026.
  • HB Wealth Management bought 1,700 US Foods shares in Q2 2026, an estimated $152K.
  • US Foods made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #676 holding.
  • HB Wealth Management first reported a position in US Foods in Q2 2023 and has held it in 13 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.