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Merit Financial Group’s US Foods USFD Stock Holding History

Merit Financial 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 		$1.82M Sell
17,832
-90
-0.5% -$8.03K 0.01% 789
2026
Q1 		$1.65M Sell
17,922
-3,174
-15% -$281K 0.01% 760
2025
Q4 		$1.59M Sell
21,096
-63
-0.3% -$4.73K 0.01% 730
2025
Q3 		$1.62M Buy
21,159
+1,777
+9% +$141K 0.01% 649
2025
Q2 		$1.49M Buy
19,382
+769
+4% +$54.9K 0.02% 625
2025
Q1 		$1.22M Buy
18,613
+12,491
+204% +$854K 0.02% 588
2024
Q4 		$413K Buy
+6,122
New +$402K 0.01% 790

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

Merit Financial Group's USFD Position: Q2 2026 in Review

Merit Financial Group reduced its US Foods (USFD) stake by 0.5% in Q2 2026, selling an estimated $8.03K and leaving 17,832 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #789.

Merit Financial Group first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Merit Financial Group held 17,832 shares of US Foods worth $1.82M as of Q2 2026.
  • Merit Financial Group sold 90 US Foods shares in Q2 2026, an estimated $8.03K.
  • US Foods made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #789 holding.
  • Merit Financial Group first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.