SageView Advisory Group’s US Foods USFD Stock Holding History

SageView Advisory Group’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
2025 Q4	$318K	Sell	4,219 -101	-2%	-$7.58K	0.01%	472
2025 Q3	$331K	Buy	4,320 +206	+5%	+$16.4K	0.01%	486
2025 Q2	$342K	Buy	4,114 +18	+0.4%	+$1.28K	0.01%	460
2025 Q1	$268K	Buy	4,096 +153	+4%	+$10.5K	0.01%	502
2024 Q4	$266K	Sell	3,943 -636	-14%	-$41.7K	0.01%	490
2024 Q3	$282K	Sell	4,579 -1,239	-21%	-$69.3K	0.01%	415
2024 Q2	$308K	Buy	+5,818	New	+$306K	0.01%	423
2024 Q1	–	Sell	-6,399	Closed	-$299K	–	814
2023 Q4	$299K	Buy	6,399 +1,361	+27%	+$56.3K	0.01%	513
2023 Q3	$200K	Buy	5,038 +214	+4%	+$8.87K	0.01%	510
2023 Q2	$212K	Buy	+4,824	New	+$191K	0.01%	522
2023 Q1	–	Sell	-6,539	Closed	-$222K	–	490
2022 Q4	$222K	Buy	+6,539	New	+$209K	0.02%	383

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SageView Advisory Group's USFD Position: Q4 2025 in Review

SageView Advisory Group reduced its US Foods (USFD) stake by 2.3% in Q4 2025, selling an estimated $7.58K and leaving 4,219 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #472.

SageView Advisory Group first reported a position in USFD in Q4 2022 and has held it in 11 quarters since. The position peaked at $342K in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

SageView Advisory Group held 4,219 shares of US Foods worth $318K as of Q4 2025.
SageView Advisory Group sold 101 US Foods shares in Q4 2025, an estimated $7.58K.
US Foods made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #472 holding.
SageView Advisory Group first reported a position in US Foods in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's US Foods position peaked at $342K in Q2 2025.
647 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.