Physician Wealth Advisors
USFD icon

Physician Wealth Advisors’s US Foods USFD Stock Holding History

Physician 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
Q3 		$5.72K Hold
62
– – ﹤0.01% 1084
2026
Q2 		$6.34K Buy
62
+55
+786% +$4.91K ﹤0.01% 1007
2026
Q1 		$646 Hold
7
– – ﹤0.01% 1831
2025
Q4 		$528 Sell
7
-9
-56% -$676 ﹤0.01% 1857
2025
Q3 		$1.23K Buy
+16
New +$1.27K ﹤0.01% 1454

Other funds holding USFD

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Physician Wealth Advisors's USFD Position: Q3 2026 in Review

Physician Wealth Advisors held its US Foods (USFD) position steady in Q3 2026 at 62 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Physician Wealth Advisors first reported a position in USFD in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.34K in Q2 2026. 140 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Physician Wealth Advisors held 62 shares of US Foods worth $5.72K as of Q3 2026.
  • Physician Wealth Advisors left its US Foods share count unchanged in Q3 2026.
  • US Foods made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1084 holding.
  • Physician Wealth Advisors first reported a position in US Foods in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's US Foods position peaked at $6.34K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.