NewEdge Advisors’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$956K Sell
10,370
-4,477
-30% -$396K ﹤0.01% 1529
2025
Q4
$1.12M Sell
14,847
-955
-6% -$71.7K ﹤0.01% 1416
2025
Q3
$1.21M Buy
15,802
+8,290
+110% +$659K 0.01% 1289
2025
Q2
$578K Sell
7,512
-17,501
-70% -$1.25M ﹤0.01% 1608
2025
Q1
$1.64M Sell
25,013
-2,598
-9% -$178K 0.01% 946
2024
Q4
$1.86M Buy
27,611
+2,582
+10% +$169K 0.01% 855
2024
Q3
$1.54M Sell
25,029
-125
-0.5% -$7K 0.01% 913
2024
Q2
$1.33M Sell
25,154
-3,271
-12% -$172K 0.01% 933
2024
Q1
$1.53M Buy
28,425
+27,690
+3,767% +$1.36M 0.01% 794
2023
Q4
$33.4K Sell
735
-307
-29% -$12.7K ﹤0.01% 2372
2023
Q3
$41.4K Sell
1,042
-26
-2% -$1.08K ﹤0.01% 2146
2023
Q2
$47K Buy
1,068
+360
+51% +$14.3K ﹤0.01% 2100
2023
Q1
$26.2K Buy
708
+285
+67% +$10.6K ﹤0.01% 2242
2022
Q4
$3.48K Buy
+423
New +$13.5K ﹤0.01% 2706
2022
Q2
Sell
-24,883
Closed -$936K 1625
2022
Q1
$936K Sell
24,883
-2,202
-8% -$80.3K 0.02% 659
2021
Q4
$943K Buy
27,085
+1,630
+6% +$56.7K 0.01% 761
2021
Q3
$882K Buy
25,455
+5,059
+25% +$174K 0.02% 562
2021
Q2
$782K Buy
+20,396
New +$791K 0.02% 586

Other funds holding USFD

NewEdge Advisors's USFD Position: Q1 2026 in Review

NewEdge Advisors reduced its US Foods (USFD) stake by 30% in Q1 2026, selling an estimated $396K and leaving 10,370 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

NewEdge Advisors first reported a position in USFD in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.86M in Q4 2024. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • NewEdge Advisors held 10,370 shares of US Foods worth $956K as of Q1 2026.
  • NewEdge Advisors sold 4,477 US Foods shares in Q1 2026, an estimated $396K.
  • US Foods made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1529 holding.
  • NewEdge Advisors first reported a position in US Foods in Q2 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's US Foods position peaked at $1.86M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.