Parcion Private Wealth’s US Foods USFD Stock Holding History

Parcion Private Wealth’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 Q2	–	Sell	-3,512	Closed	-$230K	–	329
2025 Q1	$230K	Buy	+3,512	New	+$240K	0.02%	255

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Parcion Private Wealth's USFD Position: Q2 2025 in Review

Parcion Private Wealth sold out of US Foods (USFD) in Q2 2025, closing a stake of 3,512 shares — an estimated $230K sold.

Parcion Private Wealth first reported a position in USFD in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

Parcion Private Wealth reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
Parcion Private Wealth sold 3,512 US Foods shares in Q2 2025, an estimated $230K.
Parcion Private Wealth first reported a position in US Foods in Q1 2025 and held it in 1 quarter.
Parcion Private Wealth's US Foods position peaked at $230K in Q1 2025.
636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Parcion Private Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.