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NEOS Investment Management’s US Foods USFD Stock Holding History

NEOS Investment 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 		– Sell
-14,728
Closed -$1.11M – 656
2025
Q4 		$1.11M Buy
14,728
+291
+2% +$21.9K 0.01% 538
2025
Q3 		$1.11M Sell
14,437
-456
-3% -$36.3K 0.01% 505
2025
Q2 		$1.15M Buy
14,893
+2,976
+25% +$212K 0.01% 459
2025
Q1 		$780K Buy
+11,917
New +$814K 0.01% 469

Other funds holding USFD

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NEOS Investment Management's USFD Position: Q1 2026 in Review

NEOS Investment Management sold out of US Foods (USFD) in Q1 2026, closing a stake of 14,728 shares — an estimated $1.11M sold.

NEOS Investment Management first reported a position in USFD in Q1 2025 and held it in 4 quarters. The position peaked at $1.15M in Q2 2025. 679 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • NEOS Investment Management reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
  • NEOS Investment Management sold 14,728 US Foods shares in Q1 2026, an estimated $1.11M.
  • NEOS Investment Management first reported a position in US Foods in Q1 2025 and held it in 4 quarters.
  • NEOS Investment Management's US Foods position peaked at $1.15M in Q2 2025.
  • 679 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.