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Spire Wealth Management’s US Foods USFD Stock Holding History

Spire 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 		$511 Sell
5
-26
-84% -$2.32K ﹤0.01% 2221
2026
Q1 		$2.86K Sell
31
-14
-31% -$1.24K ﹤0.01% 1966
2025
Q4 		$3.39K Buy
+45
New +$3.38K ﹤0.01% 1987
2025
Q3 		– Sell
-48
Closed -$3.7K – 2491
2025
Q2 		$3.7K Sell
48
-31
-39% -$2.21K ﹤0.01% 2035
2025
Q1 		$5.17K Sell
79
-50
-39% -$3.42K ﹤0.01% 2048
2024
Q4 		$8.7K Buy
129
+5
+4% +$328 ﹤0.01% 1874
2024
Q3 		$7.63K Hold
124
– – ﹤0.01% 1715
2024
Q2 		$6.57K Buy
124
+74
+148% +$3.89K ﹤0.01% 1762
2024
Q1 		$2.7K Sell
50
-74
-60% -$3.65K ﹤0.01% 2038
2023
Q4 		$5.7K Hold
124
– – ﹤0.01% 1924
2023
Q3 		$4.92K Buy
+124
New +$5.14K ﹤0.01% 1944
2022
Q1 		– Sell
-1,125
Closed -$39K – 2879
2021
Q4 		$39K Buy
1,125
+550
+96% +$19.1K ﹤0.01% 1837
2021
Q3 		$20K Hold
575
– – ﹤0.01% 1864
2021
Q2 		$22K Sell
575
-981
-63% -$38K ﹤0.01% 1841
2021
Q1 		$37K Buy
+1,556
New +$56.3K ﹤0.01% 1880

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

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

Spire Wealth Management reduced its US Foods (USFD) stake by 84% in Q2 2026, selling an estimated $2.32K and leaving 5 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Spire Wealth Management first reported a position in USFD in Q1 2021 and has held it in 15 quarters since. The position peaked at $39K in Q4 2021. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Spire Wealth Management held 5 shares of US Foods worth $511 as of Q2 2026.
  • Spire Wealth Management sold 26 US Foods shares in Q2 2026, an estimated $2.32K.
  • US Foods made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2221 holding.
  • Spire Wealth Management first reported a position in US Foods in Q1 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's US Foods position peaked at $39K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.