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Root Financial Partners’s US Foods USFD Stock Holding History

Root Financial Partners’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 		– Sell
-906
Closed -$83.5K – 3042
2026
Q1 		$83.5K Buy
906
+66
+8% +$5.84K ﹤0.01% 638
2025
Q4 		$63.3K Buy
840
+154
+22% +$11.6K ﹤0.01% 625
2025
Q3 		$52.6K Buy
+686
New +$54.5K ﹤0.01% 652

Other funds holding USFD

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's USFD Position: Q2 2026 in Review

Root Financial Partners sold out of US Foods (USFD) in Q2 2026, closing a stake of 906 shares — an estimated $83.5K sold.

Root Financial Partners first reported a position in USFD in Q3 2025 and held it in 3 quarters. The position peaked at $83.5K in Q1 2026. 201 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Root Financial Partners reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 906 US Foods shares in Q2 2026, an estimated $83.5K.
  • Root Financial Partners first reported a position in US Foods in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's US Foods position peaked at $83.5K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.