Institute for Wealth Management’s US Foods USFD Stock Holding History

Institute for 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	$30.7K	Buy	+300	New	+$26.8K	﹤0.01%	1011

Other funds holding USFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institute for Wealth Management's USFD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in US Foods (USFD) in Q2 2026: 300 shares worth $30.7K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings.

357 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Institute for Wealth Management held 300 shares of US Foods worth $30.7K as of Q2 2026.
US Foods was a new Institute for Wealth Management position in Q2 2026.
US Foods made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1011 holding.
357 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.