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Quantum Financial Advisors’s US Foods USFD Stock Holding History

Quantum Financial 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 		$221K Sell
2,162
-88
-4% -$7.85K 0.02% 232
2026
Q1 		$207K Buy
+2,250
New +$199K 0.02% 225

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

Quantum Financial Advisors's USFD Position: Q2 2026 in Review

Quantum Financial Advisors reduced its US Foods (USFD) stake by 3.9% in Q2 2026, selling an estimated $7.85K and leaving 2,162 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #232.

Quantum Financial Advisors first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Quantum Financial Advisors held 2,162 shares of US Foods worth $221K as of Q2 2026.
  • Quantum Financial Advisors sold 88 US Foods shares in Q2 2026, an estimated $7.85K.
  • US Foods made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #232 holding.
  • Quantum Financial Advisors first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.