MWM
USFD icon

Moran Wealth Management’s US Foods USFD Stock Holding History

Moran 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 		– Sell
-95,501
Closed -$8.81M – 558
2026
Q1 		$8.81M Sell
95,501
-3,892
-4% -$345K 0.27% 126
2025
Q4 		$7.49M Sell
99,393
-3,857
-4% -$290K 0.23% 139
2025
Q3 		$7.91M Sell
103,250
-1,434
-1% -$114K 0.24% 123
2025
Q2 		$8.06M Sell
104,684
-667
-0.6% -$47.6K 0.25% 124
2025
Q1 		$6.9M Buy
+105,351
New +$7.2M 0.23% 133

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

Moran Wealth Management's USFD Position: Q2 2026 in Review

Moran Wealth Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 95,501 shares — an estimated $8.81M sold.

Moran Wealth Management first reported a position in USFD in Q1 2025 and held it in 5 quarters. The position peaked at $8.81M in Q1 2026. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Moran Wealth Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 95,501 US Foods shares in Q2 2026, an estimated $8.81M.
  • Moran Wealth Management first reported a position in US Foods in Q1 2025 and held it in 5 quarters.
  • Moran Wealth Management's US Foods position peaked at $8.81M in Q1 2026.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.