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NewEdge Wealth’s US Foods USFD Stock Holding History

NewEdge Wealth’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 		$2.06M Buy
20,158
+421
+2% +$37.6K 0.02% 457
2026
Q1 		$1.82M Sell
19,737
-1,014
-5% -$89.8K 0.02% 454
2025
Q4 		$1.56M Buy
20,751
+940
+5% +$70.6K 0.02% 518
2025
Q3 		$1.47M Sell
19,811
-174
-0.9% -$13.8K 0.02% 468
2025
Q2 		$1.6M Sell
19,985
-279
-1% -$19.9K 0.03% 424
2025
Q1 		$1.33M Sell
20,264
-2,425
-11% -$166K 0.02% 429
2024
Q4 		$1.53M Sell
22,689
-12,426
-35% -$815K 0.03% 409
2024
Q3 		$2.16M Buy
35,115
+15,460
+79% +$865K 0.04% 332
2024
Q2 		$1.04M Sell
19,655
-52
-0.3% -$2.74K 0.02% 415
2024
Q1 		$1.01M Buy
+19,707
New +$971K 0.02% 425
2022
Q1 		– Sell
-311,380
Closed -$10.8M – 449
2021
Q4 		$10.8M Buy
311,380
+49,737
+19% +$1.73M 0.45% 53
2021
Q3 		$9.07M Buy
261,643
+157,616
+152% +$5.41M 0.54% 47
2021
Q2 		$3.99M Buy
+104,027
New +$4.03M 0.3% 88

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

NewEdge Wealth's USFD Position: Q2 2026 in Review

NewEdge Wealth increased its US Foods (USFD) stake by 2.1% in Q2 2026, buying an estimated $37.6K and bringing the position to 20,158 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #457.

NewEdge Wealth first reported a position in USFD in Q2 2021 and has held it in 13 quarters since. The position peaked at $10.8M in Q4 2021. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • NewEdge Wealth held 20,158 shares of US Foods worth $2.06M as of Q2 2026.
  • NewEdge Wealth bought 421 US Foods shares in Q2 2026, an estimated $37.6K.
  • US Foods made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #457 holding.
  • NewEdge Wealth first reported a position in US Foods in Q2 2021 and has held it in 13 quarters since.
  • NewEdge Wealth's US Foods position peaked at $10.8M in Q4 2021.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.