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JFS Wealth Advisors’s US Foods USFD Stock Holding History

JFS 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
2026
Q2 		$26.8K Hold
262
– – ﹤0.01% 689
2026
Q1 		$24.2K Buy
262
+11
+4% +$974 ﹤0.01% 692
2025
Q4 		$18.9K Buy
251
+63
+34% +$4.73K ﹤0.01% 761
2025
Q3 		$14.4K Hold
188
– – ﹤0.01% 779
2025
Q2 		$14.5K Buy
188
+1
+0.5% +$71 ﹤0.01% 743
2025
Q1 		$12.2K Buy
187
+4
+2% +$273 ﹤0.01% 812
2024
Q4 		$12.3K Hold
183
– – ﹤0.01% 792
2024
Q3 		$11.3K Buy
183
+5
+3% +$280 ﹤0.01% 818
2024
Q2 		$9.43K Hold
178
– – ﹤0.01% 813
2024
Q1 		$9.61K Hold
178
– – ﹤0.01% 826
2023
Q4 		$8.08K Sell
178
-11
-6% -$455 ﹤0.01% 850
2023
Q3 		$7.5K Hold
189
– – ﹤0.01% 825
2023
Q2 		$8.32K Sell
189
-12
-6% -$476 ﹤0.01% 790
2023
Q1 		$7.42K Buy
201
+16
+9% +$593 ﹤0.01% 830
2022
Q4 		$6.29K Hold
185
– – ﹤0.01% 901
2022
Q3 		$5K Buy
185
+145
+363% +$4.5K ﹤0.01% 1018
2022
Q2 		$1K Sell
40
-109
-73% -$3.69K ﹤0.01% 1667
2022
Q1 		$6K Buy
149
+91
+157% +$3.32K ﹤0.01% 1004
2021
Q4 		$2K Buy
+58
New +$2.02K ﹤0.01% 1185

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

JFS Wealth Advisors's USFD Position: Q2 2026 in Review

JFS Wealth Advisors held its US Foods (USFD) position steady in Q2 2026 at 262 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

JFS Wealth Advisors first reported a position in USFD in Q4 2021 and has held it in 19 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • JFS Wealth Advisors held 262 shares of US Foods worth $26.8K as of Q2 2026.
  • JFS Wealth Advisors left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #689 holding.
  • JFS Wealth Advisors first reported a position in US Foods in Q4 2021 and has held it in 19 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.