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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
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

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

Sagespring Wealth Partners's USFD Position: Q1 2026 in Review

Sagespring Wealth Partners increased its US Foods (USFD) stake by 12% in Q1 2026, buying an estimated $49.8K and bringing the position to 5,419 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #499.

Sagespring Wealth Partners first reported a position in USFD in Q2 2025 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Sagespring Wealth Partners held 5,419 shares of US Foods worth $500K as of Q1 2026.
  • Sagespring Wealth Partners bought 562 US Foods shares in Q1 2026, an estimated $49.8K.
  • US Foods made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #499 holding.
  • Sagespring Wealth Partners first reported a position in US Foods in Q2 2025 and has held it in 4 quarters since.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.