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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NewEdge Wealth's USFD Position: Q1 2026 in Review

NewEdge Wealth reduced its US Foods (USFD) stake by 4.9% in Q1 2026, selling an estimated $89.8K and leaving 19,737 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #454.

NewEdge Wealth first reported a position in USFD in Q2 2021 and has held it in 12 quarters since. The position peaked at $10.8M in Q4 2021. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

NewEdge Wealth held 19,737 shares of US Foods worth $1.82M as of Q1 2026.
NewEdge Wealth sold 1,014 US Foods shares in Q1 2026, an estimated $89.8K.
US Foods made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #454 holding.
NewEdge Wealth first reported a position in US Foods in Q2 2021 and has held it in 12 quarters since.
NewEdge Wealth's US Foods position peaked at $10.8M in Q4 2021.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

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