Principia Wealth Advisory’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.76K Buy
27
+5
+23% +$446 ﹤0.01% 500
2026
Q1
$2.03K Buy
22
+2
+10% +$177 ﹤0.01% 518
2025
Q4
$1.51K Sell
20
-1
-5% -$75 ﹤0.01% 547
2025
Q3
$1.61K Buy
21
+2
+11% +$159 ﹤0.01% 487
2025
Q2
$1.46K Sell
19
-2
-10% -$143 ﹤0.01% 466
2025
Q1
$1.36K Buy
21
+10
+91% +$683 ﹤0.01% 344
2024
Q4
$742 Buy
+11
New +$722 ﹤0.01% 427

Other funds holding USFD

Principia Wealth Advisory's USFD Position: Q2 2026 in Review

Principia Wealth Advisory increased its US Foods (USFD) stake by 23% in Q2 2026, buying an estimated $446 and bringing the position to 27 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Principia Wealth Advisory first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Principia Wealth Advisory held 27 shares of US Foods worth $2.76K as of Q2 2026.
  • Principia Wealth Advisory bought 5 US Foods shares in Q2 2026, an estimated $446.
  • US Foods made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #500 holding.
  • Principia Wealth Advisory first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.