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Innovative Asset Advisors Group’s US Foods USFD Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-79
Closed -$7.29K – 986
2026
Q1 		$7.29K Buy
+79
New +$7K ﹤0.01% 710

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

Innovative Asset Advisors Group's USFD Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of US Foods (USFD) in Q2 2026, closing a stake of 79 shares — an estimated $7.29K sold.

Innovative Asset Advisors Group first reported a position in USFD in Q1 2026 and held it in 1 quarter. The position peaked at $7.29K in Q1 2026. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 79 US Foods shares in Q2 2026, an estimated $7.29K.
  • Innovative Asset Advisors Group first reported a position in US Foods in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's US Foods position peaked at $7.29K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.