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Stephens Inc’s US Foods USFD Stock Holding History

Stephens Inc’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
Q2 		– Sell
-4,956
Closed -$324K – 1319
2025
Q1 		$324K Sell
4,956
-598
-11% -$40.9K ﹤0.01% 963
2024
Q4 		$375K Sell
5,554
-463
-8% -$30.4K 0.01% 935
2024
Q3 		$370K Buy
6,017
+669
+13% +$37.4K 0.01% 940
2024
Q2 		$283K Buy
5,348
+337
+7% +$17.7K ﹤0.01% 1024
2024
Q1 		$270K Buy
+5,011
New +$247K ﹤0.01% 1044
2021
Q4 		– Sell
-20,783
Closed -$720K – 1413
2021
Q3 		$720K Buy
20,783
+14,568
+234% +$500K 0.01% 746
2021
Q2 		$238K Sell
6,215
-26
-0.4% -$1.01K ﹤0.01% 1137
2021
Q1 		$238K Sell
6,241
-2,073
-25% -$74.9K ﹤0.01% 1104
2020
Q4 		$277K Buy
+8,314
New +$237K 0.01% 960

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stephens Inc's USFD Position: Q2 2025 in Review

Stephens Inc sold out of US Foods (USFD) in Q2 2025, closing a stake of 4,956 shares — an estimated $324K sold.

Stephens Inc first reported a position in USFD in Q4 2020 and held it in 9 quarters. The position peaked at $720K in Q3 2021. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • Stephens Inc reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
  • Stephens Inc sold 4,956 US Foods shares in Q2 2025, an estimated $324K.
  • Stephens Inc first reported a position in US Foods in Q4 2020 and held it in 9 quarters.
  • Stephens Inc's US Foods position peaked at $720K in Q3 2021.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on Stephens Inc's 13F filing for Q2 2025, filed 29 Jul 2025.