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Moneta Group Investment Advisors’s US Foods USFD Stock Holding History

Moneta Group Investment 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
2026
Q2 		$264K Buy
+2,582
New +$230K ﹤0.01% 728
2026
Q1 		– Sell
-4,448
Closed -$335K – 857
2025
Q4 		$335K Buy
+4,448
New +$334K ﹤0.01% 606

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

Moneta Group Investment Advisors's USFD Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in US Foods (USFD) in Q2 2026: 2,582 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in USFD as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in USFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $335K in Q4 2025. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Moneta Group Investment Advisors held 2,582 shares of US Foods worth $264K as of Q2 2026.
  • US Foods was a new Moneta Group Investment Advisors position in Q2 2026.
  • US Foods made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #728 holding.
  • Moneta Group Investment Advisors first reported a position in US Foods in Q4 2025 and has held it in 2 quarters since.
  • Moneta Group Investment Advisors's US Foods position peaked at $335K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.