Sequoia Financial Advisors’s US Foods USFD Stock Holding History

Sequoia Financial Advisors’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	$1.13M	Sell	11,099 -2,017	-15%	-$180K	0.01%	890
2026 Q1	$1.21M	Buy	13,116 +3,101	+31%	+$275K	0.01%	807
2025 Q4	$754K	Buy	10,015 +4,487	+81%	+$337K	﹤0.01%	1040
2025 Q3	$424K	Buy	5,528 +2,221	+67%	+$177K	﹤0.01%	1210
2025 Q2	$255K	Buy	+3,307	New	+$236K	﹤0.01%	1350
2024 Q4	–	Sell	-3,365	Closed	-$207K	–	1426
2024 Q3	$207K	Buy	+3,365	New	+$188K	﹤0.01%	1153

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

Sequoia Financial Advisors's USFD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its US Foods (USFD) stake by 15% in Q2 2026, selling an estimated $180K and leaving 11,099 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #890.

Sequoia Financial Advisors first reported a position in USFD in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q1 2026. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Sequoia Financial Advisors held 11,099 shares of US Foods worth $1.13M as of Q2 2026.
Sequoia Financial Advisors sold 2,017 US Foods shares in Q2 2026, an estimated $180K.
US Foods made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #890 holding.
Sequoia Financial Advisors first reported a position in US Foods in Q3 2024 and has held it in 6 quarters since.
Sequoia Financial Advisors's US Foods position peaked at $1.21M in Q1 2026.
664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.