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Provenance Wealth Advisors’s US Foods USFD Stock Holding History

Provenance 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
Q2 		$4.81K Hold
47
– – ﹤0.01% 386
2026
Q1 		$4.33K Hold
47
– – ﹤0.01% 351
2025
Q4 		$3.54K Hold
47
– – ﹤0.01% 355
2025
Q3 		$3.6K Hold
47
– – ﹤0.01% 369
2025
Q2 		$3.62K Hold
47
– – ﹤0.01% 357
2025
Q1 		$3.08K Hold
47
– – ﹤0.01% 377
2024
Q4 		$3.17K Hold
47
– – ﹤0.01% 396
2024
Q3 		$2.89K Hold
47
– – ﹤0.01% 434
2024
Q2 		$2.49K Hold
47
– – ﹤0.01% 361
2024
Q1 		$2.54K Hold
47
– – ﹤0.01% 390
2023
Q4 		$2.13K Buy
47
+1
+2% +$41 ﹤0.01% 445
2023
Q3 		$1.83K Buy
+46
New +$1.91K ﹤0.01% 332

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

Provenance Wealth Advisors's USFD Position: Q2 2026 in Review

Provenance Wealth Advisors held its US Foods (USFD) position steady in Q2 2026 at 47 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Provenance Wealth Advisors first reported a position in USFD in Q3 2023 and has held it in 12 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Provenance Wealth Advisors held 47 shares of US Foods worth $4.81K as of Q2 2026.
  • Provenance Wealth Advisors left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #386 holding.
  • Provenance Wealth Advisors first reported a position in US Foods in Q3 2023 and has held it in 12 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.