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JPL Wealth Management’s US Foods USFD Stock Holding History

JPL 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 		$5.01K Sell
49
-5
-9% -$446 ﹤0.01% 771
2026
Q1 		$4.98K Buy
+54
New +$4.78K ﹤0.01% 700
2025
Q4 		– Sell
-66
Closed -$5.06K – 1074
2025
Q3 		$5.06K Buy
+66
New +$5.25K ﹤0.01% 665

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

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

JPL Wealth Management reduced its US Foods (USFD) stake by 9.3% in Q2 2026, selling an estimated $446 and leaving 49 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

JPL Wealth Management first reported a position in USFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.06K in Q3 2025. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • JPL Wealth Management held 49 shares of US Foods worth $5.01K as of Q2 2026.
  • JPL Wealth Management sold 5 US Foods shares in Q2 2026, an estimated $446.
  • US Foods made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #771 holding.
  • JPL Wealth Management first reported a position in US Foods in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's US Foods position peaked at $5.06K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.