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MPWM Advisory Solutions’s US Foods USFD Stock Holding History

MPWM Advisory Solutions’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
2025
Q2 		– Sell
-13
Closed -$851 – 746
2025
Q1 		$851 Hold
13
– – ﹤0.01% 553
2024
Q4 		$877 Buy
+13
New +$853 ﹤0.01% 560

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Boston Partners
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MPWM Advisory Solutions's USFD Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of US Foods (USFD) in Q2 2025, closing a stake of 13 shares — an estimated $851 sold.

MPWM Advisory Solutions first reported a position in USFD in Q4 2024 and held it in 2 quarters. The position peaked at $877 in Q4 2024. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 13 US Foods shares in Q2 2025, an estimated $851.
  • MPWM Advisory Solutions first reported a position in US Foods in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's US Foods position peaked at $877 in Q4 2024.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.