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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Root Financial Partners's USFD Position: Q1 2026 in Review

Root Financial Partners increased its US Foods (USFD) stake by 7.9% in Q1 2026, buying an estimated $5.84K and bringing the position to 906 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Root Financial Partners first reported a position in USFD in Q3 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Root Financial Partners held 906 shares of US Foods worth $83.5K as of Q1 2026.
  • Root Financial Partners bought 66 US Foods shares in Q1 2026, an estimated $5.84K.
  • US Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #638 holding.
  • Root Financial Partners first reported a position in US Foods in Q3 2025 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.