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SHP Wealth Management’s US Foods USFD Stock Holding History

SHP Wealth Management’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 		$9.28K Buy
91
+9
+11% +$803 ﹤0.01% 1005
2026
Q1 		$7.54K Sell
82
-21
-20% -$1.86K ﹤0.01% 972
2025
Q4 		$7.74K Buy
+103
New +$7.73K ﹤0.01% 901

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SHP Wealth Management's USFD Position: Q2 2026 in Review

SHP Wealth Management increased its US Foods (USFD) stake by 11% in Q2 2026, buying an estimated $803 and bringing the position to 91 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

SHP Wealth Management first reported a position in USFD in Q4 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • SHP Wealth Management held 91 shares of US Foods worth $9.28K as of Q2 2026.
  • SHP Wealth Management bought 9 US Foods shares in Q2 2026, an estimated $803.
  • US Foods made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • SHP Wealth Management first reported a position in US Foods in Q4 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.