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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
Q1 		$649K Buy
+7,041
New +$624K 0.32% 47

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Optimize Financial's USFD Position: Q1 2026 in Review

Optimize Financial opened a new position in US Foods (USFD) in Q1 2026: 7,041 shares worth $649K. The stake represents 0.32% of the portfolio and ranks #47 among its holdings.

672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Optimize Financial held 7,041 shares of US Foods worth $649K as of Q1 2026.
  • US Foods was a new Optimize Financial position in Q1 2026.
  • US Foods made up 0.32% of Optimize Financial's portfolio in Q1 2026, its #47 holding.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.