Redwood Investment Management’s US Foods USFD Stock Holding History

Redwood Investment Management’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 Q1	$1.08M	Sell	11,738 -5,047	-30%	-$447K	0.13%	73
2025 Q4	$1.26M	Sell	16,785 -24,731	-60%	-$1.86M	0.14%	93
2025 Q3	$3.18M	Sell	41,516 -2,983	-7%	-$237K	0.34%	52
2025 Q2	$3.43M	Sell	44,499 -32,337	-42%	-$2.31M	0.36%	52
2025 Q1	$5.03M	Buy	76,836 +1,183	+2%	+$80.8K	0.55%	32
2024 Q4	$5.1M	Buy	75,653 +48,448	+178%	+$3.18M	0.5%	30
2024 Q3	$1.64M	Buy	27,205 +1,066	+4%	+$59.7K	0.15%	182
2024 Q2	$1.34M	Buy	+26,139	New	+$1.38M	0.12%	205

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Redwood Investment Management's USFD Position: Q1 2026 in Review

Redwood Investment Management reduced its US Foods (USFD) stake by 30% in Q1 2026, selling an estimated $447K and leaving 11,738 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #73.

Redwood Investment Management first reported a position in USFD in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.1M in Q4 2024. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Redwood Investment Management held 11,738 shares of US Foods worth $1.08M as of Q1 2026.
Redwood Investment Management sold 5,047 US Foods shares in Q1 2026, an estimated $447K.
US Foods made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #73 holding.
Redwood Investment Management first reported a position in US Foods in Q2 2024 and has held it in 8 quarters since.
Redwood Investment Management's US Foods position peaked at $5.1M in Q4 2024.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.