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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
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

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HighMark Wealth Management's USFD Position: Q1 2026 in Review

HighMark Wealth Management reduced its US Foods (USFD) stake by 5.2% in Q1 2026, selling an estimated $443 and leaving 92 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

HighMark Wealth Management first reported a position in USFD in Q4 2024 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • HighMark Wealth Management held 92 shares of US Foods worth $8.48K as of Q1 2026.
  • HighMark Wealth Management sold 5 US Foods shares in Q1 2026, an estimated $443.
  • US Foods made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #313 holding.
  • HighMark Wealth Management first reported a position in US Foods in Q4 2024 and has held it in 6 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.