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 Q3	$435K	Sell	4,720 -166	-3%	-$16.8K	0.01%	588
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Sagespring Wealth Partners's USFD Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its US Foods (USFD) stake by 3.4% in Q3 2026, selling an estimated $16.8K and leaving 4,720 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #588.

Sagespring Wealth Partners first reported a position in USFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $500K in Q1 2026. 302 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Sagespring Wealth Partners held 4,720 shares of US Foods worth $435K as of Q3 2026.
Sagespring Wealth Partners sold 166 US Foods shares in Q3 2026, an estimated $16.8K.
US Foods made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #588 holding.
Sagespring Wealth Partners first reported a position in US Foods in Q2 2025 and has held it in 6 quarters since.
Sagespring Wealth Partners's US Foods position peaked at $500K in Q1 2026.
302 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.