NorthRock Partners’s US Foods USFD Stock Holding History

NorthRock Partners’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
2025 Q4	–	Sell	-2,622	Closed	-$201K	–	903
2025 Q3	$201K	Buy	+2,622	New	+$208K	﹤0.01%	826

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

NorthRock Partners's USFD Position: Q4 2025 in Review

NorthRock Partners sold out of US Foods (USFD) in Q4 2025, closing a stake of 2,622 shares — an estimated $201K sold.

NorthRock Partners first reported a position in USFD in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 648 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

NorthRock Partners reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 2,622 US Foods shares in Q4 2025, an estimated $201K.
NorthRock Partners first reported a position in US Foods in Q3 2025 and held it in 1 quarter.
NorthRock Partners's US Foods position peaked at $201K in Q3 2025.
648 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.