N.E.W. Advisory Services’s US Foods USFD Stock Holding History

N.E.W. Advisory Services’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	$2.25K	Hold	22	–	–	﹤0.01%	834
2026 Q1	$2.03K	Hold	22	–	–	﹤0.01%	822
2025 Q4	$1.66K	Hold	22	–	–	﹤0.01%	814
2025 Q3	$1.69K	Hold	22	–	–	﹤0.01%	753
2025 Q2	$1.69K	Hold	22	–	–	﹤0.01%	753
2025 Q1	$1.44K	Buy	+22	New	+$1.5K	﹤0.01%	819

Other funds holding USFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

N.E.W. Advisory Services's USFD Position: Q2 2026 in Review

N.E.W. Advisory Services held its US Foods (USFD) position steady in Q2 2026 at 22 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

N.E.W. Advisory Services first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

N.E.W. Advisory Services held 22 shares of US Foods worth $2.25K as of Q2 2026.
N.E.W. Advisory Services left its US Foods share count unchanged in Q2 2026.
US Foods made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #834 holding.
N.E.W. Advisory Services first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.