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One Wealth Advisors’s US Foods USFD Stock Holding History

One Wealth Advisors’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 		$589K Buy
5,758
+975
+20% +$87K 0.07% 159
2026
Q1 		$441K Sell
4,783
-4
-0.1% -$354 0.05% 182
2025
Q4 		$361K Hold
4,787
– – 0.04% 208
2025
Q3 		$367K Buy
4,787
+93
+2% +$7.39K 0.05% 211
2025
Q2 		$361K Buy
4,694
+31
+0.7% +$2.21K 0.05% 198
2025
Q1 		$305K Buy
4,663
+336
+8% +$23K 0.05% 208
2024
Q4 		$292K Buy
4,327
+229
+6% +$15K 0.04% 190
2024
Q3 		$252K Hold
4,098
– – 0.04% 225
2024
Q2 		$213K Sell
4,098
-103
-2% -$5.42K 0.05% 220
2024
Q1 		$227K Buy
+4,201
New +$207K 0.04% 222
2023
Q1 		– Sell
-1,370
Closed -$46.6K – 578
2022
Q4 		$46.6K Buy
+1,370
New +$43.8K 0.01% 428

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

One Wealth Advisors's USFD Position: Q2 2026 in Review

One Wealth Advisors increased its US Foods (USFD) stake by 20% in Q2 2026, buying an estimated $87K and bringing the position to 5,758 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #159.

One Wealth Advisors first reported a position in USFD in Q4 2022 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • One Wealth Advisors held 5,758 shares of US Foods worth $589K as of Q2 2026.
  • One Wealth Advisors bought 975 US Foods shares in Q2 2026, an estimated $87K.
  • US Foods made up 0.07% of One Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • One Wealth Advisors first reported a position in US Foods in Q4 2022 and has held it in 11 quarters since.
  • 665 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.