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Legacy Wealth Management (Idaho)’s US Foods USFD Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		– Sell
-459
Closed -$32.3K – 854
2024
Q4 		$32.3K Buy
+459
New +$30.1K 0.02% 156

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s USFD Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of US Foods (USFD) in Q1 2025, closing a stake of 459 shares — an estimated $32.3K sold.

Legacy Wealth Management (Idaho) first reported a position in USFD in Q4 2024 and held it in 1 quarter. The position peaked at $32.3K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 459 US Foods shares in Q1 2025, an estimated $32.3K.
  • Legacy Wealth Management (Idaho) first reported a position in US Foods in Q4 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s US Foods position peaked at $32.3K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.