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Portside Wealth Group’s US Foods USFD Stock Holding History

Portside Wealth Group’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
Q3 		– Sell
-4,015
Closed -$309K – 504
2025
Q2 		$309K Sell
4,015
-1,424
-26% -$102K 0.05% 348
2025
Q1 		$356K Buy
5,439
+71
+1% +$4.85K 0.06% 289
2024
Q4 		$362K Sell
5,368
-292
-5% -$19.2K 0.06% 280
2024
Q3 		$348K Buy
+5,660
New +$317K 0.06% 279

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Portside Wealth Group's USFD Position: Q3 2025 in Review

Portside Wealth Group sold out of US Foods (USFD) in Q3 2025, closing a stake of 4,015 shares — an estimated $309K sold.

Portside Wealth Group first reported a position in USFD in Q3 2024 and held it in 4 quarters. The position peaked at $362K in Q4 2024. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Portside Wealth Group reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Portside Wealth Group sold 4,015 US Foods shares in Q3 2025, an estimated $309K.
  • Portside Wealth Group first reported a position in US Foods in Q3 2024 and held it in 4 quarters.
  • Portside Wealth Group's US Foods position peaked at $362K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.