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Sowell Financial Services’s US Foods USFD Stock Holding History

Sowell Financial Services’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 		$1.5M Buy
14,670
+1,071
+8% +$95.5K 0.05% 373
2026
Q1 		$1.25M Sell
13,599
-134
-1% -$11.9K 0.05% 391
2025
Q4 		$1.03M Sell
13,733
-414
-3% -$31.1K 0.04% 423
2025
Q3 		$1.08M Sell
14,147
-428
-3% -$34K 0.04% 404
2025
Q2 		$1.12M Buy
14,575
+418
+3% +$29.8K 0.05% 380
2025
Q1 		$927K Buy
+14,157
New +$967K 0.04% 408
2021
Q2 		– Sell
-78
Closed -$3K – 2611
2021
Q1 		$3K Sell
78
-4,046
-98% -$146K ﹤0.01% 2766
2020
Q4 		$137K Buy
4,124
+3,019
+273% +$86.1K 0.01% 1024
2020
Q3 		$25K Buy
+1,105
New +$24.9K ﹤0.01% 1469
2020
Q1 		– Sell
-41
Closed -$2K – 2695
2019
Q4 		$2K Hold
41
– – ﹤0.01% 2252
2019
Q3 		$2K Buy
+41
New +$1.58K ﹤0.01% 2144

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 $3.37T AUM 44.26% 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

Sowell Financial Services's USFD Position: Q2 2026 in Review

Sowell Financial Services increased its US Foods (USFD) stake by 7.9% in Q2 2026, buying an estimated $95.5K and bringing the position to 14,670 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #373.

Sowell Financial Services first reported a position in USFD in Q3 2019 and has held it in 11 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Sowell Financial Services held 14,670 shares of US Foods worth $1.5M as of Q2 2026.
  • Sowell Financial Services bought 1,071 US Foods shares in Q2 2026, an estimated $95.5K.
  • US Foods made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #373 holding.
  • Sowell Financial Services first reported a position in US Foods in Q3 2019 and has held it in 11 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.