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Legacy Wealth Asset Management’s US Foods USFD Stock Holding History

Legacy Wealth Asset 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
2025
Q3 		– Sell
-4,295
Closed -$331K – 378
2025
Q2 		$331K Buy
4,295
+91
+2% +$6.49K 0.08% 303
2025
Q1 		$275K Buy
4,204
+70
+2% +$4.78K 0.08% 309
2024
Q4 		$279K Buy
4,134
+160
+4% +$10.5K 0.08% 316
2024
Q3 		$244K Buy
+3,974
New +$222K 0.07% 326

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Legacy Wealth Asset Management's USFD Position: Q3 2025 in Review

Legacy Wealth Asset Management sold out of US Foods (USFD) in Q3 2025, closing a stake of 4,295 shares — an estimated $331K sold.

Legacy Wealth Asset Management first reported a position in USFD in Q3 2024 and held it in 4 quarters. The position peaked at $331K in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Legacy Wealth Asset Management reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,295 US Foods shares in Q3 2025, an estimated $331K.
  • Legacy Wealth Asset Management first reported a position in US Foods in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Asset Management's US Foods position peaked at $331K in Q2 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.