Measured Wealth Private Client Group’s US Foods USFD Stock Holding History

Measured Wealth Private Client Group’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	$33K	Buy	323 +26	+9%	+$2.32K	0.01%	390
2026 Q1	$27.4K	Sell	297 -38	-11%	-$3.37K	0.01%	397
2025 Q4	$25.2K	Hold	335	–	–	0.01%	424
2025 Q3	$25.7K	Buy	+335	New	+$26.6K	0.01%	423
2019 Q2	–	Sell	-7,340	Closed	-$256K	–	221
2019 Q1	$256K	Buy	+7,340	New	+$252K	0.16%	143
2018 Q4	–	Sell	-4,635	Closed	-$142K	–	677
2018 Q3	$142K	Buy	+4,635	New	+$160K	0.09%	187

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Measured Wealth Private Client Group's USFD Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its US Foods (USFD) stake by 8.8% in Q2 2026, buying an estimated $2.32K and bringing the position to 323 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #390.

Measured Wealth Private Client Group first reported a position in USFD in Q3 2018 and has held it in 6 quarters since. The position peaked at $256K in Q1 2019. 665 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Measured Wealth Private Client Group held 323 shares of US Foods worth $33K as of Q2 2026.
Measured Wealth Private Client Group bought 26 US Foods shares in Q2 2026, an estimated $2.32K.
US Foods made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #390 holding.
Measured Wealth Private Client Group first reported a position in US Foods in Q3 2018 and has held it in 6 quarters since.
Measured Wealth Private Client Group's US Foods position peaked at $256K in Q1 2019.
665 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.