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Marshall & Sterling Wealth Advisors’s US Foods USFD Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-87
Closed -$6.67K – 612
2025
Q3 		$6.67K Hold
87
– – ﹤0.01% 446
2025
Q2 		$6.7K Hold
87
– – ﹤0.01% 424
2025
Q1 		$5.7K Buy
+87
New +$5.95K ﹤0.01% 442

Other funds holding USFD

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's USFD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of US Foods (USFD) in Q4 2025, closing a stake of 87 shares — an estimated $6.67K sold.

Marshall & Sterling Wealth Advisors first reported a position in USFD in Q1 2025 and held it in 3 quarters. The position peaked at $6.7K in Q2 2025. 649 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 87 US Foods shares in Q4 2025, an estimated $6.67K.
  • Marshall & Sterling Wealth Advisors first reported a position in US Foods in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's US Foods position peaked at $6.7K in Q2 2025.
  • 649 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.