Retirement Wealth Solutions
USFD icon

Retirement Wealth Solutions’s US Foods USFD Stock Holding History

Retirement Wealth Solutions’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
Q3 		$16.7K Buy
181
+6
+3% +$607 0.01% 197
2026
Q2 		$17.9K Sell
175
-10
-5% -$892 0.01% 170
2026
Q1 		$17.1K Buy
185
+18
+11% +$1.59K 0.01% 163
2025
Q4 		$12.6K Sell
167
-31
-16% -$2.33K 0.01% 205
2025
Q3 		$15.2K Buy
198
+45
+29% +$3.58K 0.01% 185
2025
Q2 		$11.8K Hold
153
– – 0.01% 220
2025
Q1 		$10K Hold
153
– – 0.01% 227
2024
Q4 		$10.3K Buy
+153
New +$10K 0.01% 226

Other funds holding USFD

Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Retirement Wealth Solutions's USFD Position: Q3 2026 in Review

Retirement Wealth Solutions increased its US Foods (USFD) stake by 3.4% in Q3 2026, buying an estimated $607 and bringing the position to 181 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #197.

Retirement Wealth Solutions first reported a position in USFD in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.9K in Q2 2026. 85 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Retirement Wealth Solutions held 181 shares of US Foods worth $16.7K as of Q3 2026.
  • Retirement Wealth Solutions bought 6 US Foods shares in Q3 2026, an estimated $607.
  • US Foods made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #197 holding.
  • Retirement Wealth Solutions first reported a position in US Foods in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's US Foods position peaked at $17.9K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.