Optimize Financial’s US Foods USFD Stock Holding History

Optimize Financial’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	$717K	Sell	7,017 -24	-0.3%	-$2.14K	0.26%	56
2026 Q1	$649K	Buy	+7,041	New	+$624K	0.32%	47

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Optimize Financial's USFD Position: Q2 2026 in Review

Optimize Financial reduced its US Foods (USFD) stake by 0.34% in Q2 2026, selling an estimated $2.14K and leaving 7,017 shares worth $717K. The position accounts for 0.26% of the portfolio, ranked #56.

Optimize Financial first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Optimize Financial held 7,017 shares of US Foods worth $717K as of Q2 2026.
Optimize Financial sold 24 US Foods shares in Q2 2026, an estimated $2.14K.
US Foods made up 0.26% of Optimize Financial's portfolio in Q2 2026, its #56 holding.
Optimize Financial first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.