SWM
USFD icon

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
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

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
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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

SHP Wealth Management's USFD Position: Q1 2026 in Review

SHP Wealth Management reduced its US Foods (USFD) stake by 20% in Q1 2026, selling an estimated $1.86K and leaving 82 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

SHP Wealth Management first reported a position in USFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.74K in Q4 2025. 675 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • SHP Wealth Management held 82 shares of US Foods worth $7.54K as of Q1 2026.
  • SHP Wealth Management sold 21 US Foods shares in Q1 2026, an estimated $1.86K.
  • US Foods made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #972 holding.
  • SHP Wealth Management first reported a position in US Foods in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's US Foods position peaked at $7.74K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.