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
2026 Q2	$400K	Sell	3,909 -160	-4%	-$14.3K	0.01%	410
2026 Q1	$375K	Sell	4,069 -150	-4%	-$13.3K	0.01%	408
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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SageView Advisory Group's USFD Position: Q2 2026 in Review

SageView Advisory Group reduced its US Foods (USFD) stake by 3.9% in Q2 2026, selling an estimated $14.3K and leaving 3,909 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #410.

SageView Advisory Group first reported a position in USFD in Q4 2022 and has held it in 13 quarters since. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

SageView Advisory Group held 3,909 shares of US Foods worth $400K as of Q2 2026.
SageView Advisory Group sold 160 US Foods shares in Q2 2026, an estimated $14.3K.
US Foods made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #410 holding.
SageView Advisory Group first reported a position in US Foods in Q4 2022 and has held it in 13 quarters since.
671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.