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HHM Wealth Advisors’s US Foods USFD Stock Holding History

HHM Wealth 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
2025
Q4 		– Sell
-127
Closed -$9.73K – 892
2025
Q3 		$9.73K Hold
127
– – ﹤0.01% 644
2025
Q2 		$9.78K Hold
127
– – ﹤0.01% 613
2025
Q1 		$8.31K Hold
127
– – ﹤0.01% 611
2024
Q4 		$8.57K Hold
127
– – ﹤0.01% 614
2024
Q3 		$7.81K Buy
+127
New +$7.11K ﹤0.01% 599

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HHM Wealth Advisors's USFD Position: Q4 2025 in Review

HHM Wealth Advisors sold out of US Foods (USFD) in Q4 2025, closing a stake of 127 shares — an estimated $9.73K sold.

HHM Wealth Advisors first reported a position in USFD in Q3 2024 and held it in 5 quarters. The position peaked at $9.78K in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

  • HHM Wealth Advisors reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 127 US Foods shares in Q4 2025, an estimated $9.73K.
  • HHM Wealth Advisors first reported a position in US Foods in Q3 2024 and held it in 5 quarters.
  • HHM Wealth Advisors's US Foods position peaked at $9.78K in Q2 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.