Orion Portfolio Solutions’s US Foods USFD Stock Holding History

Orion Portfolio Solutions’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 Q1	$513K	Sell	7,833 -736	-9%	-$50.3K	0.01%	1413
2024 Q4	$578K	Sell	8,569 -467	-5%	-$30.6K	0.01%	1288
2024 Q3	$556K	Buy	9,036 +4,160	+85%	+$233K	0.01%	1297
2024 Q2	$258K	Sell	4,876 -104	-2%	-$5.47K	﹤0.01%	1520
2024 Q1	$269K	Sell	4,980 -420	-8%	-$20.7K	﹤0.01%	1500
2023 Q4	$250K	Sell	5,400 -332	-6%	-$13.7K	﹤0.01%	1486
2023 Q3	$228K	Sell	5,732 -177	-3%	-$7.34K	﹤0.01%	1500
2023 Q2	$260K	Sell	5,909 -297	-5%	-$11.8K	﹤0.01%	1455
2023 Q1	$229K	Buy	+6,206	New	+$230K	﹤0.01%	1451
2020 Q3	–	Sell	-206	Closed	-$4K	–	1962
2020 Q2	$4K	Sell	206 -65	-24%	-$1.24K	﹤0.01%	1589
2020 Q1	$5K	Buy	271 +192	+243%	+$6.43K	﹤0.01%	1325
2019 Q4	$3K	Buy	+79	New	+$3.17K	﹤0.01%	1445

Other funds holding USFD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orion Portfolio Solutions's USFD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its US Foods (USFD) stake by 8.6% in Q1 2025, selling an estimated $50.3K and leaving 7,833 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #1413.

Orion Portfolio Solutions first reported a position in USFD in Q4 2019 and has held it in 12 quarters since. The position peaked at $578K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

Orion Portfolio Solutions held 7,833 shares of US Foods worth $513K as of Q1 2025.
Orion Portfolio Solutions sold 736 US Foods shares in Q1 2025, an estimated $50.3K.
US Foods made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1413 holding.
Orion Portfolio Solutions first reported a position in US Foods in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's US Foods position peaked at $578K in Q4 2024.
596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.