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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
Q2 		$905K Buy
8,853
+2,450
+38% +$219K 0.31% 58
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

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

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

MorganRosel Wealth Management increased its US Foods (USFD) stake by 38% in Q2 2026, buying an estimated $219K and bringing the position to 8,853 shares worth $905K. The position accounts for 0.31% of the portfolio, ranked #58.

MorganRosel Wealth Management first reported a position in USFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q2 2025. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • MorganRosel Wealth Management held 8,853 shares of US Foods worth $905K as of Q2 2026.
  • MorganRosel Wealth Management bought 2,450 US Foods shares in Q2 2026, an estimated $219K.
  • US Foods made up 0.31% of MorganRosel Wealth Management's portfolio in Q2 2026, its #58 holding.
  • MorganRosel Wealth Management first reported a position in US Foods in Q2 2025 and has held it in 5 quarters since.
  • MorganRosel Wealth Management's US Foods position peaked at $1.16M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.