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HighMark Wealth Management’s US Foods USFD Stock Holding History

HighMark 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 		$9.41K Hold
92
– – ﹤0.01% 326
2026
Q1 		$8.48K Sell
92
-5
-5% -$443 ﹤0.01% 313
2025
Q4 		$7.31K Hold
97
– – ﹤0.01% 356
2025
Q3 		$7.43K Hold
97
– – ﹤0.01% 344
2025
Q2 		$7.47K Hold
97
– – ﹤0.01% 348
2025
Q1 		$6.35K Hold
97
– – ﹤0.01% 339
2024
Q4 		$6.54K Buy
+97
New +$6.37K ﹤0.01% 349

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

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

HighMark Wealth Management held its US Foods (USFD) position steady in Q2 2026 at 92 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

HighMark Wealth Management first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • HighMark Wealth Management held 92 shares of US Foods worth $9.41K as of Q2 2026.
  • HighMark Wealth Management left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #326 holding.
  • HighMark Wealth Management first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.