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Sigma Planning Corp’s US Foods USFD Stock Holding History

Sigma Planning Corp’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 		– Sell
-6,422
Closed -$492K – 1392
2025
Q3 		$492K Sell
6,422
-2,903
-31% -$231K 0.01% 822
2025
Q2 		$718K Buy
9,325
+1,301
+16% +$92.8K 0.02% 632
2025
Q1 		$525K Buy
+8,024
New +$548K 0.02% 718
2019
Q4 		– Sell
-10,100
Closed -$415K – 1111
2019
Q3 		$415K Buy
+10,100
New +$390K 0.02% 646

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sigma Planning Corp's USFD Position: Q4 2025 in Review

Sigma Planning Corp sold out of US Foods (USFD) in Q4 2025, closing a stake of 6,422 shares — an estimated $492K sold.

Sigma Planning Corp first reported a position in USFD in Q3 2019 and held it in 4 quarters. The position peaked at $718K in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

  • Sigma Planning Corp reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 6,422 US Foods shares in Q4 2025, an estimated $492K.
  • Sigma Planning Corp first reported a position in US Foods in Q3 2019 and held it in 4 quarters.
  • Sigma Planning Corp's US Foods position peaked at $718K in Q2 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.