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Sagespring Wealth Partners’s US Foods USFD Stock Holding History

Sagespring Wealth 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 		$500K Sell
4,886
-533
-10% -$47.5K 0.01% 528
2026
Q1 		$500K Buy
5,419
+562
+12% +$49.8K 0.01% 499
2025
Q4 		$366K Buy
4,857
+236
+5% +$17.7K 0.01% 565
2025
Q3 		$354K Buy
4,621
+1,236
+37% +$98.3K 0.01% 553
2025
Q2 		$261K Buy
+3,385
New +$241K 0.01% 622

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

Sagespring Wealth Partners's USFD Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its US Foods (USFD) stake by 9.8% in Q2 2026, selling an estimated $47.5K and leaving 4,886 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #528.

Sagespring Wealth Partners first reported a position in USFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $500K in Q1 2026. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Sagespring Wealth Partners held 4,886 shares of US Foods worth $500K as of Q2 2026.
  • Sagespring Wealth Partners sold 533 US Foods shares in Q2 2026, an estimated $47.5K.
  • US Foods made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #528 holding.
  • Sagespring Wealth Partners first reported a position in US Foods in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's US Foods position peaked at $500K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.