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MorganRosel Wealth Management’s US Foods USFD Stock Holding History

MorganRosel 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
Q1 		$590K Sell
6,403
-8,267
-56% -$732K 0.23% 72
2025
Q4 		$1.1M Sell
14,670
-479
-3% -$36K 0.28% 55
2025
Q3 		$1.16M Buy
15,149
+76
+0.5% +$6.04K 0.3% 55
2025
Q2 		$1.16M Buy
+15,073
New +$1.08M 0.32% 56

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MorganRosel Wealth Management's USFD Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its US Foods (USFD) stake by 56% in Q1 2026, selling an estimated $732K and leaving 6,403 shares worth $590K. The position accounts for 0.23% of the portfolio, ranked #72.

MorganRosel Wealth Management first reported a position in USFD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q2 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • MorganRosel Wealth Management held 6,403 shares of US Foods worth $590K as of Q1 2026.
  • MorganRosel Wealth Management sold 8,267 US Foods shares in Q1 2026, an estimated $732K.
  • US Foods made up 0.23% of MorganRosel Wealth Management's portfolio in Q1 2026, its #72 holding.
  • MorganRosel Wealth Management first reported a position in US Foods in Q2 2025 and has held it in 4 quarters since.
  • MorganRosel Wealth Management's US Foods position peaked at $1.16M in Q2 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.