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Private Wealth Management Group’s US Foods USFD Stock Holding History

Private Wealth Management 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
2026
Q2 		$3.27K Hold
32
– – ﹤0.01% 995
2026
Q1 		$2.95K Hold
32
– – ﹤0.01% 953
2025
Q4 		$2.41K Hold
32
– – ﹤0.01% 1024
2025
Q3 		$2.45K Hold
32
– – ﹤0.01% 1046
2025
Q2 		$2.46K Hold
32
– – ﹤0.01% 1020
2025
Q1 		$2.1K Hold
32
– – ﹤0.01% 1037
2024
Q4 		$2.16K Hold
32
– – ﹤0.01% 1051
2024
Q3 		$1.97K Hold
32
– – ﹤0.01% 1071
2024
Q2 		$1.7K Hold
32
– – ﹤0.01% 1109
2024
Q1 		$1.73K Hold
32
– – ﹤0.01% 1044
2023
Q4 		$1.45K Buy
+32
New +$1.32K ﹤0.01% 1117

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Private Wealth Management Group's USFD Position: Q2 2026 in Review

Private Wealth Management Group held its US Foods (USFD) position steady in Q2 2026 at 32 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Private Wealth Management Group first reported a position in USFD in Q4 2023 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Private Wealth Management Group held 32 shares of US Foods worth $3.27K as of Q2 2026.
  • Private Wealth Management Group left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #995 holding.
  • Private Wealth Management Group first reported a position in US Foods in Q4 2023 and has held it in 11 quarters since.
  • 665 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.