LPL Financial
USFD icon

LPL Financial’s US Foods USFD Stock Holding History

LPL Financial’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
2020
Q3 		– Sell
-91,200
Closed -$1.8M – 3625
2020
Q2 		$1.8M Buy
+91,200
New +$1.74M ﹤0.01% 1407

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 $3.38T AUM 44.17% 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

LPL Financial's USFD Position: Q2 2026 in Review

LPL Financial reduced its US Foods (USFD) stake by 13% in Q2 2026, selling an estimated $1.19M and leaving 91,498 shares worth $9.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

LPL Financial first reported a position in USFD in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.67M in Q1 2026. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • LPL Financial held 91,498 shares of US Foods worth $9.36M as of Q2 2026.
  • LPL Financial sold 13,318 US Foods shares in Q2 2026, an estimated $1.19M.
  • US Foods made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2207 holding.
  • LPL Financial first reported a position in US Foods in Q1 2018 and has held it in 34 quarters since.
  • LPL Financial's US Foods position peaked at $9.67M in Q1 2026.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.