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Marks Group Wealth Management’s US Foods USFD Stock Holding History

Marks Group 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 		$542K Buy
5,301
+488
+10% +$43.5K 0.05% 260
2026
Q1 		$444K Buy
+4,813
New +$426K 0.04% 259

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

Marks Group Wealth Management's USFD Position: Q2 2026 in Review

Marks Group Wealth Management increased its US Foods (USFD) stake by 10% in Q2 2026, buying an estimated $43.5K and bringing the position to 5,301 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #260.

Marks Group Wealth Management first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Marks Group Wealth Management held 5,301 shares of US Foods worth $542K as of Q2 2026.
  • Marks Group Wealth Management bought 488 US Foods shares in Q2 2026, an estimated $43.5K.
  • US Foods made up 0.05% of Marks Group Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Marks Group Wealth Management first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.